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JP Morgan Private Wealth Advisors’s Federated Hermes FHI Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$405K Sell
11,968
-9,185
-43% -$316K ﹤0.01% 1339
2023
Q2 		$758K Buy
21,153
+10,620
+101% +$410K ﹤0.01% 868
2023
Q1 		$423K Sell
10,533
-9,530
-48% -$374K ﹤0.01% 1537
2022
Q4 		$728K Buy
+20,063
New +$704K ﹤0.01% 1297

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FHI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Federated Hermes (FHI) stake by 43% in Q3 2023, selling an estimated $316K and leaving 11,968 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

JP Morgan Private Wealth Advisors first reported a position in FHI in Q4 2022 and has held it in 4 quarters since. The position peaked at $758K in Q2 2023. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,968 shares of Federated Hermes worth $405K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 9,185 Federated Hermes shares in Q3 2023, an estimated $316K.
  • Federated Hermes made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1339 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Federated Hermes in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Federated Hermes position peaked at $758K in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.