JP Morgan Chase
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JP Morgan Chase’s Herbalife HLF Stock Holding History

JP Morgan Chase’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Sell
151,092
-23,219
-13% -$379K ﹤0.01% 4038
2025
Q4 		$2.25M Buy
174,311
+4,733
+3% +$50.1K ﹤0.01% 3988
2025
Q3 		$1.43M Sell
169,578
-2,698
-2% -$25.4K ﹤0.01% 4325
2025
Q2 		$1.49M Sell
172,276
-6,459
-4% -$48K ﹤0.01% 4129
2025
Q1 		$1.54M Sell
178,735
-21,002
-11% -$149K ﹤0.01% 4049
2024
Q4 		$1.34M Sell
199,737
-167,859
-46% -$1.25M ﹤0.01% 4420
2024
Q3 		$2.64M Buy
367,596
+47,605
+15% +$438K ﹤0.01% 3767
2024
Q2 		$3.32M Buy
319,991
+125,657
+65% +$1.26M ﹤0.01% 3364
2024
Q1 		$1.95M Sell
194,334
-836,583
-81% -$8.99M ﹤0.01% 3863
2023
Q4 		$15.7M Sell
1,030,917
-189,885
-16% -$2.62M ﹤0.01% 2045
2023
Q3 		$17.1M Buy
1,220,802
+52,954
+5% +$801K ﹤0.01% 1813
2023
Q2 		$15.5M Sell
1,167,848
-543,179
-32% -$7.39M ﹤0.01% 1910
2023
Q1 		$27.5M Buy
1,711,027
+12,671
+0.7% +$224K ﹤0.01% 1432
2022
Q4 		$25.3M Buy
1,698,356
+311,098
+22% +$5.42M ﹤0.01% 1485
2022
Q3 		$27.6M Sell
1,387,258
-68,486
-5% -$1.7M ﹤0.01% 1365
2022
Q2 		$29.8M Buy
1,455,744
+1,317,332
+952% +$32.6M ﹤0.01% 1329
2022
Q1 		$4.2M Sell
138,412
-137,681
-50% -$5.38M ﹤0.01% 3159
2021
Q4 		$11.3M Buy
276,093
+15,234
+6% +$634K ﹤0.01% 2345
2021
Q3 		$11.1M Buy
260,859
+72,192
+38% +$3.57M ﹤0.01% 2298
2021
Q2 		$9.95M Buy
188,667
+32,038
+20% +$1.59M ﹤0.01% 2440
2021
Q1 		$6.95M Buy
156,629
+56,546
+56% +$2.79M ﹤0.01% 2693
2020
Q4 		$4.81M Sell
100,083
-14,703
-13% -$709K ﹤0.01% 2843
2020
Q3 		$5.29M Sell
114,786
-8,696
-7% -$427K ﹤0.01% 2519
2020
Q2 		$5.55M Sell
123,482
-109,777
-47% -$4.26M ﹤0.01% 2384
2020
Q1 		$6.8M Sell
233,259
-37,740
-14% -$1.4M ﹤0.01% 2037
2019
Q4 		$12.9M Sell
270,999
-129,114
-32% -$5.59M ﹤0.01% 1911
2019
Q3 		$15.1M Sell
400,113
-713,578
-64% -$27.9M ﹤0.01% 1811
2019
Q2 		$47.5M Sell
1,113,691
-123,251
-10% -$5.84M 0.01% 991
2019
Q1 		$65.5M Sell
1,236,942
-211,038
-15% -$12.1M 0.01% 832
2018
Q4 		$85.4M Sell
1,447,980
-222,879
-13% -$12.3M 0.02% 680
2018
Q3 		$91.1M Buy
1,670,859
+414,819
+33% +$22.9M 0.02% 743
2018
Q2 		$67.5M Buy
1,256,040
+705,422
+128% +$37.1M 0.01% 827
2018
Q1 		$26.8M Buy
550,618
+253,626
+85% +$10.8M 0.01% 1314
2017
Q4 		$10.1M Buy
296,992
+174,864
+143% +$6.13M ﹤0.01% 2126
2017
Q3 		$4.14M Sell
122,128
-111,482
-48% -$3.82M ﹤0.01% 2688
2017
Q2 		$8.33M Sell
233,610
-28,654
-11% -$966K ﹤0.01% 2104
2017
Q1 		$7.62M Sell
262,264
-269,816
-51% -$7.51M ﹤0.01% 2119
2016
Q4 		$12.8M Sell
532,080
-1,557,402
-75% -$42.5M ﹤0.01% 1765
2016
Q3 		$64.8M Sell
2,089,482
-191,230
-8% -$6.04M 0.02% 723
2016
Q2 		$66.7M Buy
2,280,712
+162,784
+8% +$4.87M 0.02% 708
2016
Q1 		$65.2M Sell
2,117,928
-129,406
-6% -$3.34M 0.02% 704
2015
Q4 		$60.3M Buy
2,247,334
+8,734
+0.4% +$243K 0.02% 729
2015
Q3 		$61M Buy
2,238,600
+363,314
+19% +$9.95M 0.02% 697
2015
Q2 		$51.7M Buy
1,875,286
+108,468
+6% +$2.63M 0.01% 867
2015
Q1 		$37.8M Buy
1,766,818
+83,678
+5% +$1.43M 0.01% 1028
2014
Q4 		$31.7M Sell
1,683,140
-523,436
-24% -$11.2M 0.01% 1195
2014
Q3 		$48.3M Buy
2,206,576
+78,724
+4% +$2.1M 0.01% 910
2014
Q2 		$68.7M Buy
2,127,852
+418,382
+24% +$12.8M 0.02% 703
2014
Q1 		$49M Buy
1,709,470
+379,422
+29% +$12.5M 0.01% 823
2013
Q4 		$52.3M Buy
1,330,048
+872,382
+191% +$30.2M 0.01% 782
2013
Q3 		$16M Sell
457,666
-117,558
-20% -$3.64M ﹤0.01% 1453
2013
Q2 		$13M Buy
+575,224
New +$12.2M ﹤0.01% 1513

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase's HLF Position: Q1 2026 in Review

JP Morgan Chase reduced its Herbalife (HLF) stake by 13% in Q1 2026, selling an estimated $379K and leaving 151,092 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

JP Morgan Chase first reported a position in HLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $91.1M in Q3 2018. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • JP Morgan Chase held 151,092 shares of Herbalife worth $2.18M as of Q1 2026.
  • JP Morgan Chase sold 23,219 Herbalife shares in Q1 2026, an estimated $379K.
  • Herbalife made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4038 holding.
  • JP Morgan Chase first reported a position in Herbalife in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Herbalife position peaked at $91.1M in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.