Federated Hermes’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162M | Sell |
557,654
-76,350
| -12% | -$22.1M | 0.3% | 84 |
|
|
2025
Q1 | $156M | Buy |
634,004
+233,777
| +58% | +$57.3M | 0.34% | 69 |
|
|
2024
Q4 | $95.9M | Sell |
400,227
-8,738
| -2% | -$2.09M | 0.21% | 125 |
|
|
2024
Q3 | $86.2M | Sell |
408,965
-57,294
| -12% | -$12.1M | 0.19% | 146 |
|
|
2024
Q2 | $94.3M | Sell |
466,259
-158,567
| -25% | -$32.1M | 0.22% | 108 |
|
|
2024
Q1 | $125M | Sell |
624,826
-32,010
| -5% | -$6.41M | 0.29% | 81 |
|
|
2023
Q4 | $112M | Buy |
656,836
+57,774
| +10% | +$9.83M | 0.28% | 83 |
|
|
2023
Q3 | $86.9M | Buy |
599,062
+3,889
| +0.7% | +$564K | 0.23% | 102 |
|
|
2023
Q2 | $86.6M | Buy |
595,173
+142,563
| +31% | +$20.7M | 0.21% | 98 |
|
|
2023
Q1 | $59M | Sell |
452,610
-2,949,648
| -87% | -$384M | 0.15% | 165 |
|
|
2022
Q4 | $456M | Buy |
3,402,258
+10,626
| +0.3% | +$1.42M | 1.26% | 9 |
|
|
2022
Q3 | $354M | Buy |
3,391,632
+2,464,462
| +266% | +$258M | 1.04% | 9 |
|
|
2022
Q2 | $104M | Buy |
927,170
+79,887
| +9% | +$9M | 0.28% | 83 |
|
|
2022
Q1 | $116M | Sell |
847,283
-69,399
| -8% | -$9.46M | 0.26% | 97 |
|
|
2021
Q4 | $145M | Sell |
916,682
-10,370
| -1% | -$1.64M | 0.27% | 95 |
|
|
2021
Q3 | $152M | Sell |
927,052
-50,469
| -5% | -$8.26M | 0.29% | 87 |
|
|
2021
Q2 | $152M | Sell |
977,521
-281,516
| -22% | -$43.8M | 0.28% | 83 |
|
|
2021
Q1 | $192M | Sell |
1,259,037
-1,097,307
| -47% | -$167M | 0.37% | 52 |
|
|
2020
Q4 | $299M | Buy |
2,356,344
+219,665
| +10% | +$27.9M | 0.61% | 25 |
|
|
2020
Q3 | $206M | Buy |
2,136,679
+741,054
| +53% | +$71.3M | 0.48% | 38 |
|
|
2020
Q2 | $131M | Sell |
1,395,625
-58,595
| -4% | -$5.51M | 0.32% | 66 |
|
|
2020
Q1 | $131M | Sell |
1,454,220
-258,252
| -15% | -$23.3M | 0.38% | 48 |
|
|
2019
Q4 | $239M | Sell |
1,712,472
-137,635
| -7% | -$19.2M | 0.53% | 33 |
|
|
2019
Q3 | $218M | Sell |
1,850,107
-384,146
| -17% | -$45.2M | 0.54% | 30 |
|
|
2019
Q2 | $250M | Buy |
2,234,253
+14,518
| +0.7% | +$1.62M | 0.61% | 26 |
|
|
2019
Q1 | $225M | Sell |
2,219,735
-22,832
| -1% | -$2.31M | 0.56% | 28 |
|
|
2018
Q4 | $219M | Sell |
2,242,567
-205,417
| -8% | -$20.1M | 0.6% | 29 |
|
|
2018
Q3 | $276M | Buy |
2,447,984
+163,610
| +7% | +$18.5M | 0.64% | 28 |
|
|
2018
Q2 | $238M | Sell |
2,284,374
-153,522
| -6% | -$16M | 0.7% | 23 |
|
|
2018
Q1 | $268M | Sell |
2,437,896
-6,747
| -0.3% | -$742K | 0.78% | 22 |
|
|
2017
Q4 | $261M | Buy |
2,444,643
+18,845
| +0.8% | +$2.02M | 0.74% | 24 |
|
|
2017
Q3 | $232M | Sell |
2,425,798
-52,267
| -2% | -$4.99M | 0.66% | 24 |
|
|
2017
Q2 | $226M | Buy |
2,478,065
+171,005
| +7% | +$15.6M | 0.65% | 25 |
|
|
2017
Q1 | $203M | Buy |
2,307,060
+181,959
| +9% | +$16M | 0.58% | 26 |
|
|
2016
Q4 | $183M | Sell |
2,125,101
-650,293
| -23% | -$56.1M | 0.55% | 29 |
|
|
2016
Q3 | $185M | Buy |
2,775,394
+9,940
| +0.4% | +$662K | 0.53% | 34 |
|
|
2016
Q2 | $172M | Sell |
2,765,454
-186,158
| -6% | -$11.6M | 0.5% | 37 |
|
|
2016
Q1 | $175M | Sell |
2,951,612
-732,719
| -20% | -$43.4M | 0.54% | 32 |
|
|
2015
Q4 | $243M | Buy |
3,684,331
+236,605
| +7% | +$15.6M | 0.77% | 23 |
|
|
2015
Q3 | $210M | Buy |
3,447,726
+212,367
| +7% | +$12.9M | 0.68% | 27 |
|
|
2015
Q2 | $219M | Buy |
3,235,359
+466,694
| +17% | +$31.6M | 0.66% | 29 |
|
|
2015
Q1 | $168M | Sell |
2,768,665
-291,583
| -10% | -$17.7M | 0.51% | 38 |
|
|
2014
Q4 | $192M | Buy |
3,060,248
+43,927
| +1% | +$2.75M | 0.59% | 32 |
|
|
2014
Q3 | $182M | Buy |
3,016,321
+20,850
| +0.7% | +$1.26M | 0.58% | 33 |
|
|
2014
Q2 | $173M | Sell |
2,995,471
-475,946
| -14% | -$27.4M | 0.54% | 37 |
|
|
2014
Q1 | $211M | Buy |
3,471,417
+253,058
| +8% | +$15.4M | 0.7% | 26 |
|
|
2013
Q4 | $188M | Sell |
3,218,359
-741,717
| -19% | -$43.4M | 0.65% | 31 |
|
|
2013
Q3 | $205M | Sell |
3,960,076
-829,590
| -17% | -$42.9M | 0.79% | 24 |
|
|
2013
Q2 | $253M | Buy |
+4,789,666
| New | +$253M | 1% | 19 |
|