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
2024
Q3 		– Sell
-4,500
Closed -$46.8K – 7523
2024
Q2 		$46.8K Buy
+4,500
New +$45K ﹤0.01% 5885
2024
Q1 		– Sell
-222,500
Closed -$3.4M – 7594
2023
Q4 		$3.4M Hold
222,500
– – ﹤0.01% 3424
2023
Q3 		$3.11M Buy
+222,500
New +$3.36M ﹤0.01% 3200
2020
Q2 		– Sell
-544,800
Closed -$15.9M – 5509
2020
Q1 		$15.9M Buy
+544,800
New +$20.3M ﹤0.01% 1403

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.