Number of Shares
74,161.00
Current Holdings Value*
$18.14 Mil
% of Portfolio
3.1%
Total Estimate Gain
$16.42 Mil
% of Total Estimate Gain
70.92%

Federated Hermes Muni and Stock Advantage Fund's JPMorgan Chase & Co Holding Summary

As of 2025-04-30, Federated Hermes Muni and Stock Advantage Fund held 74,161.00 shares of JPMorgan Chase & Co(JPM), totaling $18.14 Mil. This investment constitutes 3.1% of their stock portfolio, and Federated Hermes Muni and Stock Advantage Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Federated Hermes Muni and Stock Advantage Fund has made 3 purchases of JPM, at an average price of $115.59, for a total of 200,333.00 shares. In addition, there have been 8 sales at an average price of $139.71 for 126,172.00 shares. Based on historical transaction data and JPM's current price of $296.00, Federated Hermes Muni and Stock Advantage Fund's estimated gain on his JPM holdings is $16.42 Mil, reflecting a 70.92% gain to date.

Federated Hermes Muni and Stock Advantage Fund JPM ($296.00) Holding Chart

Federated Hermes Muni and Stock Advantage Fund JPM ($296.00) 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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