JP Morgan Chase
GSHD icon

JP Morgan Chase’s Goosehead Insurance GSHD Stock Holding History

JP Morgan Chase’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,500
Closed -$475K – 7536
2025
Q2 		$475K Sell
4,500
-59,200
-93% -$6.27M ﹤0.01% 4809
2025
Q1 		$7.52M Buy
+63,700
New +$7.15M ﹤0.01% 2795

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

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.