JP Morgan Chase
HLLY icon

JP Morgan Chase’s Holley HLLY Stock Holding History

JP Morgan Chase’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
572,687
+158,756
+38% +$602K ﹤0.01% 4226
2025
Q4 		$1.71M Buy
413,931
+224,877
+119% +$810K ﹤0.01% 4207
2025
Q3 		$594K Buy
189,054
+111,542
+144% +$332K ﹤0.01% 4923
2025
Q2 		$155K Buy
77,512
+51,247
+195% +$109K ﹤0.01% 5375
2025
Q1 		$67.5K Sell
26,265
-192,380
-88% -$540K ﹤0.01% 5757
2024
Q4 		$660K Buy
218,645
+74,885
+52% +$210K ﹤0.01% 4896
2024
Q3 		$424K Buy
143,760
+72,641
+102% +$243K ﹤0.01% 5008
2024
Q2 		$255K Sell
71,119
-57,830
-45% -$226K ﹤0.01% 5028
2024
Q1 		$575K Buy
128,949
+68,164
+112% +$311K ﹤0.01% 4709
2023
Q4 		$296K Buy
60,785
+10,673
+21% +$47.1K ﹤0.01% 5114
2023
Q3 		$250K Buy
50,112
+9,160
+22% +$51.9K ﹤0.01% 4928
2023
Q2 		$167K Sell
40,952
-23,682
-37% -$70.6K ﹤0.01% 5177
2023
Q1 		$177K Buy
64,634
+13,126
+25% +$33.5K ﹤0.01% 5135
2022
Q4 		$109K Buy
51,508
+4,221
+9% +$13.3K ﹤0.01% 5322
2022
Q3 		$192K Buy
47,287
+5,329
+13% +$39.8K ﹤0.01% 4976
2022
Q2 		$441K Buy
41,958
+31,329
+295% +$342K ﹤0.01% 4642
2022
Q1 		$148K Buy
10,629
+982
+10% +$12.6K ﹤0.01% 5331
2021
Q4 		$126K Buy
+9,647
New +$117K ﹤0.01% 5579
2021
Q2 		– Sell
-112,154
Closed -$1.12M – 6448
2021
Q1 		$1.12M Buy
112,154
+30,105
+37% +$305K ﹤0.01% 4138
2020
Q4 		$821K Buy
+82,049
New +$814K ﹤0.01% 4076

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return