J.P. Morgan Private Wealth Advisors’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$405K Sell
11,968
-9,185
-43% -$311K ﹤0.01% 1339
2023
Q2
$758K Buy
21,153
+10,620
+101% +$381K ﹤0.01% 868
2023
Q1
$423K Sell
10,533
-9,530
-48% -$383K ﹤0.01% 1537
2022
Q4
$728K Buy
+20,063
New +$728K ﹤0.01% 1297