JPMorgan Chase & Co’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.6M | Buy |
261,793
+28,575
| +12% | +$1.27M | ﹤0.01% | 2109 |
|
2025
Q1 | $9.51M | Sell |
233,218
-35,003
| -13% | -$1.43M | ﹤0.01% | 2221 |
|
2024
Q4 | $11M | Buy |
268,221
+16,399
| +7% | +$674K | ﹤0.01% | 2161 |
|
2024
Q3 | $9.26M | Sell |
251,822
-23,962
| -9% | -$881K | ﹤0.01% | 2210 |
|
2024
Q2 | $9.07M | Buy |
275,784
+22,496
| +9% | +$740K | ﹤0.01% | 2171 |
|
2024
Q1 | $9.15M | Sell |
253,288
-167,742
| -40% | -$6.06M | ﹤0.01% | 2179 |
|
2023
Q4 | $14.3M | Buy |
421,030
+93,063
| +28% | +$3.15M | ﹤0.01% | 1857 |
|
2023
Q3 | $11.1M | Sell |
327,967
-21,206
| -6% | -$718K | ﹤0.01% | 1913 |
|
2023
Q2 | $12.5M | Sell |
349,173
-82,688
| -19% | -$2.96M | ﹤0.01% | 1878 |
|
2023
Q1 | $17.3M | Buy |
431,861
+161,585
| +60% | +$6.49M | ﹤0.01% | 1590 |
|
2022
Q4 | $9.81M | Sell |
270,276
-3,518
| -1% | -$128K | ﹤0.01% | 1931 |
|
2022
Q3 | $9.07M | Sell |
273,794
-4,262
| -2% | -$141K | ﹤0.01% | 1923 |
|
2022
Q2 | $8.84M | Sell |
278,056
-105,001
| -27% | -$3.34M | ﹤0.01% | 1977 |
|
2022
Q1 | $13M | Sell |
383,057
-206,345
| -35% | -$7.03M | ﹤0.01% | 1839 |
|
2021
Q4 | $22.2M | Sell |
589,402
-23,667
| -4% | -$889K | ﹤0.01% | 1518 |
|
2021
Q3 | $19.9M | Buy |
613,069
+3,920
| +0.6% | +$127K | ﹤0.01% | 1557 |
|
2021
Q2 | $20.7M | Sell |
609,149
-154,517
| -20% | -$5.24M | ﹤0.01% | 1611 |
|
2021
Q1 | $23.9M | Buy |
763,666
+39,223
| +5% | +$1.23M | ﹤0.01% | 1458 |
|
2020
Q4 | $20.9M | Buy |
724,443
+145,928
| +25% | +$4.22M | ﹤0.01% | 1411 |
|
2020
Q3 | $12.3M | Sell |
578,515
-111,798
| -16% | -$2.38M | ﹤0.01% | 1646 |
|
2020
Q2 | $16.4M | Buy |
690,313
+119,716
| +21% | +$2.84M | ﹤0.01% | 1375 |
|
2020
Q1 | $10.9M | Buy |
570,597
+52,690
| +10% | +$1M | ﹤0.01% | 1502 |
|
2019
Q4 | $16.9M | Sell |
517,907
-47,694
| -8% | -$1.55M | ﹤0.01% | 1471 |
|
2019
Q3 | $18.3M | Buy |
565,601
+221,403
| +64% | +$7.18M | ﹤0.01% | 1415 |
|
2019
Q2 | $11.2M | Sell |
344,198
-81,883
| -19% | -$2.65M | ﹤0.01% | 1678 |
|
2019
Q1 | $12.5M | Buy |
426,081
+300,902
| +240% | +$8.82M | ﹤0.01% | 1586 |
|
2018
Q4 | $3.32M | Sell |
125,179
-300,463
| -71% | -$7.98M | ﹤0.01% | 2345 |
|
2018
Q3 | $10.3M | Sell |
425,642
-659,829
| -61% | -$15.9M | ﹤0.01% | 1836 |
|
2018
Q2 | $25.3M | Buy |
1,085,471
+1,031,437
| +1,909% | +$24.1M | 0.01% | 1254 |
|
2018
Q1 | $1.8M | Sell |
54,034
-29,847
| -36% | -$996K | ﹤0.01% | 2791 |
|
2017
Q4 | $3.03M | Buy |
83,881
+37,151
| +80% | +$1.34M | ﹤0.01% | 2535 |
|
2017
Q3 | $1.4M | Sell |
46,730
-63
| -0.1% | -$1.89K | ﹤0.01% | 2783 |
|
2017
Q2 | $1.32M | Sell |
46,793
-51,732
| -53% | -$1.46M | ﹤0.01% | 2785 |
|
2017
Q1 | $2.6M | Buy |
98,525
+20,246
| +26% | +$533K | ﹤0.01% | 2476 |
|
2016
Q4 | $2.21M | Buy |
78,279
+751
| +1% | +$21.2K | ﹤0.01% | 2614 |
|
2016
Q3 | $2.3M | Buy |
77,528
+3,243
| +4% | +$96.1K | ﹤0.01% | 2393 |
|
2016
Q2 | $2.14M | Buy |
74,285
+13,106
| +21% | +$377K | ﹤0.01% | 2419 |
|
2016
Q1 | $1.77M | Buy |
61,179
+26,803
| +78% | +$773K | ﹤0.01% | 2427 |
|
2015
Q4 | $985K | Sell |
34,376
-22,738
| -40% | -$652K | ﹤0.01% | 2684 |
|
2015
Q3 | $1.65M | Sell |
57,114
-90,441
| -61% | -$2.62M | ﹤0.01% | 2450 |
|
2015
Q2 | $4.94M | Buy |
147,555
+52,947
| +56% | +$1.77M | ﹤0.01% | 2090 |
|
2015
Q1 | $3.21M | Buy |
94,608
+18,651
| +25% | +$632K | ﹤0.01% | 2326 |
|
2014
Q4 | $2.5M | Sell |
75,957
-46,699
| -38% | -$1.54M | ﹤0.01% | 2399 |
|
2014
Q3 | $3.6M | Sell |
122,656
-10,792
| -8% | -$317K | ﹤0.01% | 2165 |
|
2014
Q2 | $4.13M | Sell |
133,448
-55,762
| -29% | -$1.72M | ﹤0.01% | 2112 |
|
2014
Q1 | $5.78M | Buy |
189,210
+10,162
| +6% | +$310K | ﹤0.01% | 1969 |
|
2013
Q4 | $5.16M | Sell |
179,048
-86,832
| -33% | -$2.5M | ﹤0.01% | 1996 |
|
2013
Q3 | $7.22M | Sell |
265,880
-11,620
| -4% | -$316K | ﹤0.01% | 1827 |
|
2013
Q2 | $7.61M | Buy |
+277,500
| New | +$7.61M | ﹤0.01% | 1706 |
|