Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,412,086
+$105,021,719 QoQ
Shares Held
740,574
+58.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#234
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FEDERATED HERMES, INC. holds $1,122,241,436 across 16 Banks - Diversified names. JPM ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
4,220,166 | $610,278,203 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
740,574 | $242,412,086 | |
| 3 | C |
Citigroup Inc
|
713,121 | $99,808,414 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,644,484 | $93,702,695 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
421,184 | $25,060,447 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
208,280 | $17,212,258 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
414,866 | $9,782,540 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
77,758 | $8,942,170 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,412,086 | 740,574 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $137,390,367 | 467,060 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $152,208,992 | 472,376 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $147,928,151 | 468,973 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $161,669,469 | 557,654 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $155,521,178 | 634,004 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $95,938,411 | 400,227 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $86,234,358 | 408,965 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $94,305,543 | 466,259 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $125,152,645 | 624,826 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $111,727,801 | 656,836 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $86,875,968 | 599,062 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $86,561,959 | 595,173 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $58,979,607 | 452,610 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $456,242,795 | 3,402,258 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $354,425,543 | 3,391,632 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $104,408,612 | 927,170 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $115,501,617 | 847,283 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $145,156,594 | 916,682 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $151,749,139 | 927,052 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $152,043,614 | 977,521 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $191,663,201 | 1,259,037 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $299,420,629 | 2,356,344 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $205,698,085 | 2,136,679 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $131,272,484 | 1,395,625 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $130,923,425 | 1,454,220 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||