Number of Shares
8,305.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
2.6%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
47.14%

Federated Hermes Managed Volatility Fund II's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Federated Hermes Managed Volatility Fund II held 8,305.00 shares of JPMorgan Chase & Co(JPM), totaling $2.04 Mil. This investment constitutes 2.6% of their stock portfolio, and Federated Hermes Managed Volatility Fund II now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q3. And since then Federated Hermes Managed Volatility Fund II has made 9 purchases of JPM, at an average price of $115.92, for a total of 60,021.00 shares. In addition, there have been 11 sales at an average price of $153.26 for 51,716.00 shares. Based on historical transaction data and JPM's current price of $278.27, Federated Hermes Managed Volatility Fund II's estimated gain on his JPM holdings is $3.28 Mil, reflecting a 47.14% gain to date.

Federated Hermes Managed Volatility Fund II JPM ($278.27) Holding Chart

Federated Hermes Managed Volatility Fund II JPM ($278.27) 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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