Number of Shares
105,519.00
Current Holdings Value*
$25.88 Mil
% of Portfolio
2.05%
Total Estimate Gain
$37.52 Mil
% of Total Estimate Gain
68.74%

MFS Total Return Series's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 105,519.00 shares of JPMorgan Chase & Co(JPM), totaling $25.88 Mil. This investment constitutes 2.05% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then MFS Total Return Series has made 3 purchases of JPM, at an average price of $114.14, for a total of 478,264.00 shares. In addition, there have been 17 sales at an average price of $167.60 for 372,745.00 shares. Based on historical transaction data and JPM's current price of $280.91, MFS Total Return Series's estimated gain on his JPM holdings is $37.52 Mil, reflecting a 68.74% gain to date.

MFS Total Return Series JPM ($280.91) Holding Chart

MFS Total Return Series JPM ($280.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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