JPMorgan Chase & Co’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Sell |
160,212
-41,578
| -21% | -$7.48M | ﹤0.01% | 1509 |
|
|
2025
Q1 | $32.6M | Buy |
201,790
+70,694
| +54% | +$11.4M | ﹤0.01% | 1389 |
|
|
2024
Q4 | $22.8M | Buy |
131,096
+9,914
| +8% | +$1.72M | ﹤0.01% | 1650 |
|
|
2024
Q3 | $19.1M | Sell |
121,182
-30,800
| -20% | -$4.87M | ﹤0.01% | 1729 |
|
|
2024
Q2 | $20.5M | Buy |
151,982
+36,660
| +32% | +$4.94M | ﹤0.01% | 1644 |
|
|
2024
Q1 | $14.8M | Buy |
115,322
+5,986
| +5% | +$767K | ﹤0.01% | 1887 |
|
|
2023
Q4 | $13.1M | Sell |
109,336
-6,520
| -6% | -$782K | ﹤0.01% | 1905 |
|
|
2023
Q3 | $12.4M | Buy |
115,856
+7,043
| +6% | +$754K | ﹤0.01% | 1828 |
|
|
2023
Q2 | $10.7M | Sell |
108,813
-68,827
| -39% | -$6.77M | ﹤0.01% | 1995 |
|
|
2023
Q1 | $15.5M | Buy |
177,640
+24,065
| +16% | +$2.11M | ﹤0.01% | 1661 |
|
|
2022
Q4 | $13.4M | Buy |
153,575
+24,010
| +19% | +$2.09M | ﹤0.01% | 1717 |
|
|
2022
Q3 | $9.77M | Buy |
129,565
+6,789
| +6% | +$512K | ﹤0.01% | 1874 |
|
|
2022
Q2 | $9.69M | Buy |
122,776
+4,983
| +4% | +$393K | ﹤0.01% | 1915 |
|
|
2022
Q1 | $10.3M | Buy |
117,793
+16,957
| +17% | +$1.49M | ﹤0.01% | 2008 |
|
|
2021
Q4 | $10.4M | Buy |
100,836
+29,056
| +40% | +$3.01M | ﹤0.01% | 2063 |
|
|
2021
Q3 | $6.61M | Buy |
71,780
+15,656
| +28% | +$1.44M | ﹤0.01% | 2381 |
|
|
2021
Q2 | $4.59M | Sell |
56,124
-5,486
| -9% | -$449K | ﹤0.01% | 2701 |
|
|
2021
Q1 | $4.1M | Sell |
61,610
-32,157
| -34% | -$2.14M | ﹤0.01% | 2783 |
|
|
2020
Q4 | $6.3M | Sell |
93,767
-38,283
| -29% | -$2.57M | ﹤0.01% | 2259 |
|
|
2020
Q3 | $7.67M | Sell |
132,050
-47,877
| -27% | -$2.78M | ﹤0.01% | 1947 |
|
|
2020
Q2 | $10M | Sell |
179,927
-21,754
| -11% | -$1.21M | ﹤0.01% | 1694 |
|
|
2020
Q1 | $10.5M | Sell |
201,681
-16,224
| -7% | -$846K | ﹤0.01% | 1521 |
|
|
2019
Q4 | $10.6M | Sell |
217,905
-16,279
| -7% | -$795K | ﹤0.01% | 1733 |
|
|
2019
Q3 | $10.6M | Sell |
234,184
-15,244
| -6% | -$687K | ﹤0.01% | 1772 |
|
|
2019
Q2 | $11.1M | Buy |
249,428
+7,662
| +3% | +$340K | ﹤0.01% | 1685 |
|
|
2019
Q1 | $11.1M | Sell |
241,766
-6,596
| -3% | -$302K | ﹤0.01% | 1658 |
|
|
2018
Q4 | $9.14M | Sell |
248,362
-18,154
| -7% | -$668K | ﹤0.01% | 1730 |
|
|
2018
Q3 | $12M | Sell |
266,516
-25,641
| -9% | -$1.15M | ﹤0.01% | 1736 |
|
|
2018
Q2 | $15M | Buy |
292,157
+58,171
| +25% | +$2.98M | ﹤0.01% | 1583 |
|
|
2018
Q1 | $10.4M | Sell |
233,986
-81,200
| -26% | -$3.62M | ﹤0.01% | 1747 |
|
|
2017
Q4 | $14.3M | Buy |
315,186
+35,841
| +13% | +$1.63M | ﹤0.01% | 1590 |
|
|
2017
Q3 | $11M | Buy |
279,345
+15,631
| +6% | +$614K | ﹤0.01% | 1677 |
|
|
2017
Q2 | $9.2M | Sell |
263,714
-85,353
| -24% | -$2.98M | ﹤0.01% | 1760 |
|
|
2017
Q1 | $12M | Buy |
349,067
+206,370
| +145% | +$7.11M | ﹤0.01% | 1578 |
|
|
2016
Q4 | $4.44M | Buy |
142,697
+55,549
| +64% | +$1.73M | ﹤0.01% | 2218 |
|
|
2016
Q3 | $2.18M | Buy |
87,148
+3,586
| +4% | +$89.8K | ﹤0.01% | 2422 |
|
|
2016
Q2 | $1.87M | Buy |
83,562
+3,848
| +5% | +$86.1K | ﹤0.01% | 2480 |
|
|
2016
Q1 | $1.99M | Sell |
79,714
-1,686
| -2% | -$42K | ﹤0.01% | 2375 |
|
|
2015
Q4 | $2.13M | Buy |
+81,400
| New | +$2.13M | ﹤0.01% | 2350 |
|