Headinvest, LLC’s Jpmorgan Chase & Co Position
Does Headinvest, LLC own Jpmorgan Chase & Co (JPM)? Yes — 19.0K shares worth $6M (+1.14% of its 13F portfolio) as of Q1 2026, down from 19.2K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
19.0K
% of Portfolio
+1.14%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.0K | $6M | +1.14% |
| Q4 2025 | 19.2K | $6M | +1.23% |
| Q3 2025 | 18.9K | $6M | +1.23% |
| Q2 2025 | 19.8K | $6M | +1.22% |
| Q1 2025 | 25.7K | $6M | +1.23% |
| Q4 2024 | 26.2K | $6M | +1.19% |
| Q3 2024 | 26.5K | $6M | +1.03% |
| Q2 2024 | 26.8K | $5M | +1.07% |
| Q4 2023 | 29.1K | $5M | +1.03% |
| Q2 2023 | 30.1K | $5M | +1.00% |
| Q1 2023 | 30.9K | $4M | +0.88% |
| Q4 2022 | 31.2K | $4M | +0.94% |
| Q2 2022 | 34.1K | $4M | +0.85% |
| Q1 2022 | 34.2K | $5M | +0.89% |
| Q4 2021 | 34.7K | $5M | +0.97% |
| Q3 2021 | 34.5K | $6M | +1.07% |
| Q2 2021 | 34.6K | $5M | +1.02% |
| Q1 2021 | 34.6K | $5M | +1.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Headinvest, LLC’s full portfolio or all institutional holders of JPM.