HeadInvest LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.4M | Buy |
19,554
+582
| +3% | +$181K | 1.19% | 23 |
|
|
2026
Q1 | $5.58M | Sell |
18,972
-187
| -1% | -$56.8K | 1.14% | 25 |
|
|
2025
Q4 | $6.17M | Buy |
19,159
+308
| +2% | +$95.4K | 1.23% | 24 |
|
|
2025
Q3 | $5.95M | Sell |
18,851
-978
| -5% | -$291K | 1.23% | 25 |
|
|
2025
Q2 | $5.75M | Sell |
19,829
-5,893
| -23% | -$1.5M | 1.22% | 26 |
|
|
2025
Q1 | $6.31M | Sell |
25,722
-495
| -2% | -$126K | 1.23% | 26 |
|
|
2024
Q4 | $6.28M | Sell |
26,217
-247
| -0.9% | -$57.5K | 1.19% | 27 |
|
|
2024
Q3 | $5.58M | Sell |
26,464
-341
| -1% | -$71.8K | 1.03% | 31 |
|
|
2024
Q2 | $5.42M | Sell |
26,805
-1,046
| -4% | -$204K | 1.07% | 31 |
|
|
2024
Q1 | $5.58M | Sell |
27,851
-1,271
| -4% | -$229K | 1.09% | 30 |
|
|
2023
Q4 | $4.95M | Sell |
29,122
-1,017
| -3% | -$154K | 1.03% | 31 |
|
|
2023
Q3 | $4.33M | Sell |
30,139
-6
| -0% | -$899 | 0.94% | 32 |
|
|
2023
Q2 | $4.66M | Sell |
30,145
-805
| -3% | -$111K | 1% | 32 |
|
|
2023
Q1 | $4.03M | Sell |
30,950
-208
| -0.7% | -$28.5K | 0.88% | 39 |
|
|
2022
Q4 | $4.18M | Sell |
31,158
-2,313
| -7% | -$293K | 0.94% | 37 |
|
|
2022
Q3 | $3.5M | Sell |
33,471
-631
| -2% | -$72.4K | 0.84% | 39 |
|
|
2022
Q2 | $3.84M | Sell |
34,102
-142
| -0.4% | -$17.6K | 0.85% | 39 |
|
|
2022
Q1 | $4.67M | Sell |
34,244
-454
| -1% | -$67K | 0.89% | 38 |
|
|
2021
Q4 | $5.49M | Buy |
34,698
+179
| +0.5% | +$29.4K | 0.97% | 34 |
|
|
2021
Q3 | $5.65M | Sell |
34,519
-55
| -0.2% | -$8.62K | 1.07% | 31 |
|
|
2021
Q2 | $5.38M | Sell |
34,574
-1
| -0% | -$157 | 1.02% | 35 |
|
|
2021
Q1 | $5.26M | Buy |
34,575
+257
| +0.7% | +$37K | 1.07% | 34 |
|
|
2020
Q4 | $4.36M | Buy |
34,318
+3,336
| +11% | +$373K | 0.93% | 37 |
|
|
2020
Q3 | $2.98M | Buy |
30,982
+2,127
| +7% | +$209K | 0.86% | 37 |
|
|
2020
Q2 | $2.71M | Buy |
28,855
+944
| +3% | +$89.6K | 0.86% | 39 |
|
|
2020
Q1 | $2.51M | Sell |
27,911
-165
| -0.6% | -$20K | 0.94% | 38 |
|
|
2019
Q4 | $3.91M | Buy |
28,076
+258
| +0.9% | +$33.1K | 1.12% | 35 |
|
|
2019
Q3 | $3.27M | Sell |
27,818
-1,524
| -5% | -$172K | 0.99% | 36 |
|
|
2019
Q2 | $3.28M | Buy |
29,342
+1,230
| +4% | +$136K | 0.93% | 38 |
|
|
2019
Q1 | $2.85M | Sell |
28,112
-26,990
| -49% | -$2.78M | 0.8% | 40 |
|
|
2018
Q4 | $5.38M | Buy |
55,102
+27,961
| +103% | +$2.98M | 0.85% | 38 |
|
|
2018
Q3 | $3.06M | Buy |
27,141
+1,460
| +6% | +$166K | 0.88% | 38 |
|
|
2018
Q2 | $2.68M | Buy |
25,681
+2,906
| +13% | +$319K | 0.82% | 40 |
|
|
2018
Q1 | $2.5M | Buy |
22,775
+325
| +1% | +$36.8K | 0.8% | 40 |
|
|
2017
Q4 | $2.4M | Hold |
22,450
| – | – | 0.74% | 43 |
|
|
2017
Q3 | $2.26M | Buy |
22,450
+1,300
| +6% | +$120K | 0.71% | 45 |
|
|
2017
Q2 | $1.93M | Buy |
+21,150
| New | +$1.82M | 0.64% | 47 |
|
Other funds holding JPM
HeadInvest LLC's JPM Position: Q2 2026 in Review
HeadInvest LLC increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $181K and bringing the position to 19,554 shares worth $6.4M. The position accounts for 1.19% of the portfolio, ranked #23.
HeadInvest LLC first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- HeadInvest LLC held 19,554 shares of JPMorgan Chase worth $6.4M as of Q2 2026.
- HeadInvest LLC bought 582 JPMorgan Chase shares in Q2 2026, an estimated $181K.
- JPMorgan Chase made up 1.19% of HeadInvest LLC's portfolio in Q2 2026, its #23 holding.
- HeadInvest LLC first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
- 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.