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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase's FHI Position: Q1 2026 in Review

JP Morgan Chase increased its Federated Hermes (FHI) stake by 17% in Q1 2026, buying an estimated $2.67M and bringing the position to 337,261 shares worth $18.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

JP Morgan Chase first reported a position in FHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.3M in Q2 2018. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • JP Morgan Chase held 337,261 shares of Federated Hermes worth $18.9M as of Q1 2026.
  • JP Morgan Chase bought 48,843 Federated Hermes shares in Q1 2026, an estimated $2.67M.
  • Federated Hermes made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2120 holding.
  • JP Morgan Chase first reported a position in Federated Hermes in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Federated Hermes position peaked at $25.3M in Q2 2018.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.