Number of Shares
33,795.00
Current Holdings Value*
$8.94 Mil
% of Portfolio
3.23%
Total Estimate Gain
$6.98 Mil
% of Total Estimate Gain
43.41%

Federated Hermes Capital Income Fund's JPMorgan Chase & Co Holding Summary

As of 2025-02-28, Federated Hermes Capital Income Fund held 33,795.00 shares of JPMorgan Chase & Co(JPM), totaling $8.94 Mil. This investment constitutes 3.23% of their stock portfolio, and Federated Hermes Capital Income Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Federated Hermes Capital Income Fund has made 2 purchases of JPM, at an average price of $122.64, for a total of 131,071.00 shares. In addition, there have been 15 sales at an average price of $138.28 for 97,276.00 shares. Based on historical transaction data and JPM's current price of $284.06, Federated Hermes Capital Income Fund's estimated gain on his JPM holdings is $6.98 Mil, reflecting a 43.41% gain to date.

Federated Hermes Capital Income Fund JPM ($284.06) Holding Chart

Federated Hermes Capital Income Fund JPM ($284.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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