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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

JP Morgan Chase's GSHD Position: Q2 2026 in Review

JP Morgan Chase reduced its Goosehead Insurance (GSHD) stake by 17% in Q2 2026, selling an estimated $404K and leaving 46,784 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

JP Morgan Chase first reported a position in GSHD in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.78M in Q1 2021. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • JP Morgan Chase held 46,784 shares of Goosehead Insurance worth $2.29M as of Q2 2026.
  • JP Morgan Chase sold 9,792 Goosehead Insurance shares in Q2 2026, an estimated $404K.
  • Goosehead Insurance made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4096 holding.
  • JP Morgan Chase first reported a position in Goosehead Insurance in Q2 2018 and has held it in 33 quarters since.
  • JP Morgan Chase's Goosehead Insurance position peaked at $6.78M in Q1 2021.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.