JP Morgan Chase’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.19M | Buy |
50,628
+43,687
| +629% | +$2.55M | ﹤0.01% | 4031 |
|
|
2025
Q4 | $501K | Buy |
6,941
+988
| +17% | +$78.7K | ﹤0.01% | 5056 |
|
|
2025
Q3 | $533K | Sell |
5,953
-22,952
| -79% | -$2.41M | ﹤0.01% | 4984 |
|
|
2025
Q2 | $3.7M | Buy |
28,905
+22,997
| +389% | +$3.11M | ﹤0.01% | 3426 |
|
|
2025
Q1 | $788K | Sell |
5,908
-72,414
| -92% | -$8.3M | ﹤0.01% | 4501 |
|
|
2024
Q4 | $5.69M | Sell |
78,322
-27,155
| -26% | -$1.88M | ﹤0.01% | 3234 |
|
|
2024
Q3 | $3.98M | Sell |
105,477
-8,749
| -8% | -$452K | ﹤0.01% | 3385 |
|
|
2024
Q2 | $5.9M | Buy |
114,226
+86,499
| +312% | +$5.01M | ﹤0.01% | 2909 |
|
|
2024
Q1 | $1.69M | Buy |
27,727
+12,330
| +80% | +$290K | ﹤0.01% | 3974 |
|
|
2023
Q4 | $161K | Buy |
15,397
+15,373
| +64,054% | +$153K | ﹤0.01% | 5504 |
|
|
2023
Q3 | $228 | Hold |
24
| – | – | ﹤0.01% | 6829 |
|
|
2023
Q2 | $215 | Sell |
24
-6,040
| -100% | -$33.4K | ﹤0.01% | 6625 |
|
|
2023
Q1 | $27K | Buy |
6,064
+1,648
| +37% | +$8.35K | ﹤0.01% | 5898 |
|
|
2022
Q4 | $20K | Buy |
4,416
+212
| +5% | +$1.46K | ﹤0.01% | 5890 |
|
|
2022
Q3 | $33K | Buy |
4,204
+27
| +0.6% | +$423 | ﹤0.01% | 5673 |
|
|
2022
Q2 | $89K | Sell |
4,177
-30,982
| -88% | -$839K | ﹤0.01% | 5469 |
|
|
2022
Q1 | $1.25M | Sell |
35,159
-27,763
| -44% | -$1M | ﹤0.01% | 4110 |
|
|
2021
Q4 | $3.51M | Buy |
62,922
+25,079
| +66% | +$1.96M | ﹤0.01% | 3356 |
|
|
2021
Q3 | $3.59M | Buy |
37,843
+35,416
| +1,459% | +$4.39M | ﹤0.01% | 3317 |
|
|
2021
Q2 | $472K | Buy |
2,427
+357
| +17% | +$67.5K | ﹤0.01% | 4730 |
|
|
2021
Q1 | $474K | Buy |
2,070
+325
| +19% | +$98.3K | ﹤0.01% | 4717 |
|
|
2020
Q4 | $494K | Buy |
+1,745
| New | +$576K | ﹤0.01% | 4373 |
|
Other funds holding ROOT
RMC
VCM
FCM
GP
