JP Morgan Chase
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JP Morgan Chase’s Federated Hermes FHI Stock Holding History

JP Morgan Chase’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24,200
Closed -$699K – 6148
2020
Q4 		$699K Buy
+24,200
New +$644K ﹤0.01% 4175

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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. 392 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.
  • 392 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.