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 $5.42B AUM 22.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase's HLF Position: Q2 2026 in Review

JP Morgan Chase increased its Herbalife (HLF) stake by 205% in Q2 2026, buying an estimated $4.28M and bringing the position to 461,330 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3304.

JP Morgan Chase first reported a position in HLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $91.1M in Q3 2018. 234 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

JP Morgan Chase held 461,330 shares of Herbalife worth $5.9M as of Q2 2026.
JP Morgan Chase bought 310,238 Herbalife shares in Q2 2026, an estimated $4.28M.
Herbalife made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3304 holding.
JP Morgan Chase first reported a position in Herbalife in Q2 2013 and has held it in 53 quarters since.
JP Morgan Chase's Herbalife position peaked at $91.1M in Q3 2018.
234 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.