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
2025 Q1	–	Sell	-9,300	Closed	-$62.2K	–	7485
2024 Q4	$62.2K	Sell	9,300 -69,900	-88%	-$519K	﹤0.01%	5934
2024 Q3	$569K	Buy	79,200 +9,300	+13%	+$85.6K	﹤0.01%	4817
2024 Q2	$726K	Hold	69,900	–	–	﹤0.01%	4473
2024 Q1	$702K	Buy	+69,900	New	+$751K	﹤0.01%	4577
2023 Q4	–	Sell	-395,900	Closed	-$5.54M	–	7668
2023 Q3	$5.54M	Buy	+395,900	New	+$5.99M	﹤0.01%	2752
2018 Q1	–	Sell	-100,000	Closed	-$3.39M	–	5486
2017 Q4	$3.39M	Buy	+100,000	New	+$3.5M	﹤0.01%	2982
2016 Q3	–	Sell	-26,000	Closed	-$761K	–	4650
2016 Q2	$761K	Buy	+26,000	New	+$778K	﹤0.01%	3277

Other funds holding HLF

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.