JP Morgan Chase’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.4M | Sell |
158,464
-66
| -0% | -$10.9K | ﹤0.01% | 1978 |
|
|
2025
Q4 | $27.6M | Sell |
158,530
-16,165
| -9% | -$2.97M | ﹤0.01% | 1797 |
|
|
2025
Q3 | $35.9M | Buy |
174,695
+14,483
| +9% | +$2.84M | ﹤0.01% | 1635 |
|
|
2025
Q2 | $28.8M | Sell |
160,212
-41,578
| -21% | -$6.99M | ﹤0.01% | 1689 |
|
|
2025
Q1 | $32.6M | Buy |
201,790
+70,694
| +54% | +$12.1M | ﹤0.01% | 1554 |
|
|
2024
Q4 | $22.8M | Buy |
131,096
+9,914
| +8% | +$1.75M | ﹤0.01% | 1920 |
|
|
2024
Q3 | $19.1M | Sell |
121,182
-30,800
| -20% | -$4.6M | ﹤0.01% | 2024 |
|
|
2024
Q2 | $20.5M | Buy |
151,982
+36,660
| +32% | +$4.8M | ﹤0.01% | 1858 |
|
|
2024
Q1 | $14.8M | Buy |
115,322
+5,986
| +5% | +$741K | ﹤0.01% | 2146 |
|
|
2023
Q4 | $13.1M | Sell |
109,336
-6,520
| -6% | -$707K | ﹤0.01% | 2199 |
|
|
2023
Q3 | $12.4M | Buy |
115,856
+7,043
| +6% | +$726K | ﹤0.01% | 2070 |
|
|
2023
Q2 | $10.7M | Sell |
108,813
-68,827
| -39% | -$6.23M | ﹤0.01% | 2237 |
|
|
2023
Q1 | $15.5M | Buy |
177,640
+24,065
| +16% | +$2.26M | ﹤0.01% | 1879 |
|
|
2022
Q4 | $13.4M | Buy |
153,575
+24,010
| +19% | +$2.16M | ﹤0.01% | 2007 |
|
|
2022
Q3 | $9.77M | Buy |
129,565
+6,789
| +6% | +$550K | ﹤0.01% | 2159 |
|
|
2022
Q2 | $9.69M | Buy |
122,776
+4,983
| +4% | +$417K | ﹤0.01% | 2194 |
|
|
2022
Q1 | $10.3M | Buy |
117,793
+16,957
| +17% | +$1.75M | ﹤0.01% | 2333 |
|
|
2021
Q4 | $10.4M | Buy |
100,836
+29,056
| +40% | +$3.1M | ﹤0.01% | 2420 |
|
|
2021
Q3 | $6.61M | Buy |
71,780
+15,656
| +28% | +$1.37M | ﹤0.01% | 2784 |
|
|
2021
Q2 | $4.59M | Sell |
56,124
-5,486
| -9% | -$397K | ﹤0.01% | 3128 |
|
|
2021
Q1 | $4.1M | Sell |
61,610
-32,157
| -34% | -$2.17M | ﹤0.01% | 3143 |
|
|
2020
Q4 | $6.3M | Sell |
93,767
-38,283
| -29% | -$2.48M | ﹤0.01% | 2610 |
|
|
2020
Q3 | $7.67M | Sell |
132,050
-47,877
| -27% | -$2.74M | ﹤0.01% | 2241 |
|
|
2020
Q2 | $10M | Sell |
179,927
-21,754
| -11% | -$1.27M | ﹤0.01% | 1895 |
|
|
2020
Q1 | $10.5M | Sell |
201,681
-16,224
| -7% | -$841K | ﹤0.01% | 1701 |
|
|
2019
Q4 | $10.6M | Sell |
217,905
-16,279
| -7% | -$768K | ﹤0.01% | 2071 |
|
|
2019
Q3 | $10.6M | Sell |
234,184
-15,244
| -6% | -$675K | ﹤0.01% | 2106 |
|
|
2019
Q2 | $11.1M | Buy |
249,428
+7,662
| +3% | +$358K | ﹤0.01% | 2035 |
|
|
2019
Q1 | $11.1M | Sell |
241,766
-6,596
| -3% | -$291K | ﹤0.01% | 1958 |
|
|
2018
Q4 | $9.14M | Sell |
248,362
-18,154
| -7% | -$740K | ﹤0.01% | 2090 |
|
|
2018
Q3 | $12M | Sell |
266,516
-25,641
| -9% | -$1.24M | ﹤0.01% | 2049 |
|
|
2018
Q2 | $15M | Buy |
292,157
+58,171
| +25% | +$2.78M | ﹤0.01% | 1827 |
|
|
2018
Q1 | $10.4M | Sell |
233,986
-81,200
| -26% | -$3.84M | ﹤0.01% | 1993 |
|
|
2017
Q4 | $14.3M | Buy |
315,186
+35,841
| +13% | +$1.53M | ﹤0.01% | 1839 |
|
|
2017
Q3 | $11M | Buy |
279,345
+15,631
| +6% | +$571K | ﹤0.01% | 1914 |
|
|
2017
Q2 | $9.2M | Sell |
263,714
-85,353
| -24% | -$2.9M | ﹤0.01% | 2030 |
|
|
2017
Q1 | $12M | Buy |
349,067
+206,370
| +145% | +$6.58M | ﹤0.01% | 1802 |
|
|
2016
Q4 | $4.44M | Buy |
142,697
+55,549
| +64% | +$1.51M | ﹤0.01% | 2548 |
|
|
2016
Q3 | $2.18M | Buy |
87,148
+3,586
| +4% | +$86.4K | ﹤0.01% | 2745 |
|
|
2016
Q2 | $1.87M | Buy |
83,562
+3,848
| +5% | +$92.7K | ﹤0.01% | 2845 |
|
|
2016
Q1 | $1.99M | Sell |
79,714
-1,686
| -2% | -$40.9K | ﹤0.01% | 2707 |
|
|
2015
Q4 | $2.13M | Buy |
+81,400
| New | +$1.86M | ﹤0.01% | 2725 |
|
Other funds holding HLI
VPM
VCM
