JP Morgan Chase’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.6M | Sell |
255,507
-81,754
| -24% | -$4.62M | ﹤0.01% | 2469 |
|
|
2026
Q1 | $18.9M | Buy |
337,261
+48,843
| +17% | +$2.67M | ﹤0.01% | 2120 |
|
|
2025
Q4 | $15M | Buy |
288,418
+69,677
| +32% | +$3.54M | ﹤0.01% | 2318 |
|
|
2025
Q3 | $11.4M | Sell |
218,741
-43,052
| -16% | -$2.18M | ﹤0.01% | 2598 |
|
|
2025
Q2 | $11.6M | Buy |
261,793
+28,575
| +12% | +$1.18M | ﹤0.01% | 2426 |
|
|
2025
Q1 | $9.51M | Sell |
233,218
-35,003
| -13% | -$1.37M | ﹤0.01% | 2586 |
|
|
2024
Q4 | $11M | Buy |
268,221
+16,399
| +7% | +$662K | ﹤0.01% | 2602 |
|
|
2024
Q3 | $9.26M | Sell |
251,822
-23,962
| -9% | -$821K | ﹤0.01% | 2674 |
|
|
2024
Q2 | $9.07M | Buy |
275,784
+22,496
| +9% | +$755K | ﹤0.01% | 2544 |
|
|
2024
Q1 | $9.15M | Sell |
253,288
-167,742
| -40% | -$5.89M | ﹤0.01% | 2571 |
|
|
2023
Q4 | $14.3M | Buy |
421,030
+93,063
| +28% | +$3.03M | ﹤0.01% | 2134 |
|
|
2023
Q3 | $11.1M | Sell |
327,967
-21,206
| -6% | -$730K | ﹤0.01% | 2168 |
|
|
2023
Q2 | $12.5M | Sell |
349,173
-82,688
| -19% | -$3.2M | ﹤0.01% | 2094 |
|
|
2023
Q1 | $17.3M | Buy |
431,861
+161,585
| +60% | +$6.34M | ﹤0.01% | 1796 |
|
|
2022
Q4 | $9.81M | Sell |
270,276
-3,518
| -1% | -$123K | ﹤0.01% | 2274 |
|
|
2022
Q3 | $9.07M | Sell |
273,794
-4,262
| -2% | -$145K | ﹤0.01% | 2223 |
|
|
2022
Q2 | $8.84M | Sell |
278,056
-105,001
| -27% | -$3.33M | ﹤0.01% | 2271 |
|
|
2022
Q1 | $13M | Sell |
383,057
-206,345
| -35% | -$7.02M | ﹤0.01% | 2121 |
|
|
2021
Q4 | $22.1M | Sell |
589,402
-23,667
| -4% | -$821K | ﹤0.01% | 1738 |
|
|
2021
Q3 | $19.9M | Buy |
613,069
+3,920
| +0.6% | +$128K | ﹤0.01% | 1764 |
|
|
2021
Q2 | $20.7M | Sell |
609,149
-154,517
| -20% | -$4.92M | ﹤0.01% | 1818 |
|
|
2021
Q1 | $23.9M | Buy |
763,666
+39,223
| +5% | +$1.15M | ﹤0.01% | 1605 |
|
|
2020
Q4 | $20.9M | Buy |
724,443
+145,928
| +25% | +$3.88M | ﹤0.01% | 1585 |
|
|
2020
Q3 | $12.3M | Sell |
578,515
-111,798
| -16% | -$2.65M | ﹤0.01% | 1873 |
|
|
2020
Q2 | $16.4M | Buy |
690,313
+119,716
| +21% | +$2.65M | ﹤0.01% | 1514 |
|
|
2020
Q1 | $10.9M | Buy |
570,597
+52,690
| +10% | +$1.56M | ﹤0.01% | 1676 |
|
|
2019
Q4 | $16.9M | Sell |
517,907
-47,694
| -8% | -$1.56M | ﹤0.01% | 1720 |
|
|
2019
Q3 | $18.3M | Buy |
565,601
+221,403
| +64% | +$7.27M | ﹤0.01% | 1650 |
|
|
2019
Q2 | $11.2M | Sell |
344,198
-81,883
| -19% | -$2.59M | ﹤0.01% | 2028 |
|
|
2019
Q1 | $12.5M | Buy |
426,081
+300,902
| +240% | +$8.36M | ﹤0.01% | 1857 |
|
|
2018
Q4 | $3.32M | Sell |
125,179
-300,463
| -71% | -$7.46M | ﹤0.01% | 2884 |
|
|
2018
Q3 | $10.3M | Sell |
425,642
-659,829
| -61% | -$15.5M | ﹤0.01% | 2185 |
|
|
2018
Q2 | $25.3M | Buy |
1,085,471
+1,031,437
| +1,909% | +$27.6M | 0.01% | 1414 |
|
|
2018
Q1 | $1.8M | Sell |
54,034
-29,847
| -36% | -$1.01M | ﹤0.01% | 3328 |
|
|
2017
Q4 | $3.03M | Buy |
83,881
+37,151
| +80% | +$1.2M | ﹤0.01% | 3056 |
|
|
2017
Q3 | $1.4M | Sell |
46,730
-63
| -0.1% | -$1.77K | ﹤0.01% | 3346 |
|
|
2017
Q2 | $1.32M | Sell |
46,793
-51,732
| -53% | -$1.38M | ﹤0.01% | 3280 |
|
|
2017
Q1 | $2.6M | Buy |
98,525
+20,246
| +26% | +$542K | ﹤0.01% | 2880 |
|
|
2016
Q4 | $2.21M | Buy |
78,279
+751
| +1% | +$20.8K | ﹤0.01% | 3001 |
|
|
2016
Q3 | $2.3M | Buy |
77,528
+3,243
| +4% | +$102K | ﹤0.01% | 2713 |
|
|
2016
Q2 | $2.14M | Buy |
74,285
+13,106
| +21% | +$401K | ﹤0.01% | 2774 |
|
|
2016
Q1 | $1.76M | Buy |
61,179
+26,803
| +78% | +$705K | ﹤0.01% | 2766 |
|
|
2015
Q4 | $985K | Sell |
34,376
-22,738
| -40% | -$686K | ﹤0.01% | 3128 |
|
|
2015
Q3 | $1.65M | Sell |
57,114
-90,441
| -61% | -$2.9M | ﹤0.01% | 2840 |
|
|
2015
Q2 | $4.94M | Buy |
147,555
+52,947
| +56% | +$1.83M | ﹤0.01% | 2397 |
|
|
2015
Q1 | $3.21M | Buy |
94,608
+18,651
| +25% | +$619K | ﹤0.01% | 2619 |
|
|
2014
Q4 | $2.5M | Sell |
75,957
-46,699
| -38% | -$1.44M | ﹤0.01% | 2841 |
|
|
2014
Q3 | $3.6M | Sell |
122,656
-10,792
| -8% | -$323K | ﹤0.01% | 2569 |
|
|
2014
Q2 | $4.13M | Sell |
133,448
-55,762
| -29% | -$1.62M | ﹤0.01% | 2166 |
|
|
2014
Q1 | $5.78M | Buy |
189,210
+10,162
| +6% | +$285K | ﹤0.01% | 2002 |
|
|
2013
Q4 | $5.16M | Sell |
179,048
-86,832
| -33% | -$2.38M | ﹤0.01% | 2146 |
|
|
2013
Q3 | $7.22M | Sell |
265,880
-11,620
| -4% | -$330K | ﹤0.01% | 1956 |
|
|
2013
Q2 | $7.61M | Buy |
+277,500
| New | +$7.04M | ﹤0.01% | 1850 |
|
Other funds holding FHI
SDWMA
JP Morgan Chase's FHI Position: Q2 2026 in Review
JP Morgan Chase reduced its Federated Hermes (FHI) stake by 24% in Q2 2026, selling an estimated $4.62M and leaving 255,507 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2469.
JP Morgan Chase first reported a position in FHI in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.3M in Q2 2018. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- JP Morgan Chase held 255,507 shares of Federated Hermes worth $14.6M as of Q2 2026.
- JP Morgan Chase sold 81,754 Federated Hermes shares in Q2 2026, an estimated $4.62M.
- Federated Hermes made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2469 holding.
- JP Morgan Chase first reported a position in Federated Hermes in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's Federated Hermes position peaked at $25.3M in Q2 2018.
- 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.