JP Morgan Chase’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.39M Buy
56,576
+34,786
+160% +$1.95M ﹤0.01% 3973
2025
Q4
$1.6M Buy
21,790
+765
+4% +$54.5K ﹤0.01% 4262
2025
Q3
$1.56M Sell
21,025
-2,739
-12% -$241K ﹤0.01% 4267
2025
Q2
$2.51M Buy
23,764
+2,515
+12% +$266K ﹤0.01% 3742
2025
Q1
$2.51M Buy
21,249
+2,159
+11% +$242K ﹤0.01% 3703
2024
Q4
$2.05M Sell
19,090
-404
-2% -$44.1K ﹤0.01% 4145
2024
Q3
$1.74M Sell
19,494
-1,116
-5% -$88.3K ﹤0.01% 4108
2024
Q2
$1.18M Buy
20,610
+2,952
+17% +$177K ﹤0.01% 4161
2024
Q1
$1.18M Sell
17,658
-12,406
-41% -$948K ﹤0.01% 4226
2023
Q4
$2.28M Buy
30,064
+1,637
+6% +$118K ﹤0.01% 3741
2023
Q3
$2.12M Sell
28,427
-3,453
-11% -$232K ﹤0.01% 3500
2023
Q2
$2M Buy
31,880
+6,009
+23% +$346K ﹤0.01% 3538
2023
Q1
$1.35M Buy
25,871
+4,942
+24% +$215K ﹤0.01% 3828
2022
Q4
$718K Buy
20,929
+2,373
+13% +$88.9K ﹤0.01% 4280
2022
Q3
$662K Buy
18,556
+235
+1% +$12.2K ﹤0.01% 4282
2022
Q2
$836K Buy
18,321
+4,167
+29% +$227K ﹤0.01% 4230
2022
Q1
$1.11M Sell
14,154
-13,114
-48% -$1.16M ﹤0.01% 4184
2021
Q4
$3.55M Sell
27,268
-1,520
-5% -$218K ﹤0.01% 3345
2021
Q3
$4.38M Sell
28,788
-5,642
-16% -$761K ﹤0.01% 3144
2021
Q2
$4.38M Sell
34,430
-28,851
-46% -$2.94M ﹤0.01% 3166
2021
Q1
$6.78M Buy
63,281
+9,211
+17% +$1.25M ﹤0.01% 2719
2020
Q4
$6.75M Buy
54,070
+18,494
+52% +$2.11M ﹤0.01% 2545
2020
Q3
$3.03M Buy
35,576
+31,213
+715% +$2.84M ﹤0.01% 2949
2020
Q2
$328K Sell
4,363
-33,487
-88% -$1.94M ﹤0.01% 4047
2020
Q1
$1.69M Buy
37,850
+34,102
+910% +$1.69M ﹤0.01% 3081
2019
Q4
$159K Hold
3,748
﹤0.01% 4754
2019
Q3
$185K Buy
3,748
+676
+22% +$31.1K ﹤0.01% 4667
2019
Q2
$145K Buy
3,072
+691
+29% +$24.1K ﹤0.01% 4784
2019
Q1
$66K Sell
2,381
-9,087
-79% -$260K ﹤0.01% 5026
2018
Q4
$302K Buy
11,468
+9,208
+407% +$256K ﹤0.01% 4386
2018
Q3
$77K Buy
2,260
+278
+14% +$8.06K ﹤0.01% 5043
2018
Q2
$49K Buy
+1,982
New +$38.3K ﹤0.01% 5082

Other funds holding GSHD

JP Morgan Chase's GSHD Position: Q1 2026 in Review

JP Morgan Chase increased its Goosehead Insurance (GSHD) stake by 160% in Q1 2026, buying an estimated $1.95M and bringing the position to 56,576 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3973.

JP Morgan Chase first reported a position in GSHD in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.78M in Q1 2021. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • JP Morgan Chase held 56,576 shares of Goosehead Insurance worth $2.39M as of Q1 2026.
  • JP Morgan Chase bought 34,786 Goosehead Insurance shares in Q1 2026, an estimated $1.95M.
  • Goosehead Insurance made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3973 holding.
  • JP Morgan Chase first reported a position in Goosehead Insurance in Q2 2018 and has held it in 32 quarters since.
  • JP Morgan Chase's Goosehead Insurance position peaked at $6.78M in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.