JP Morgan Chase
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JP Morgan Chase’s Root ROOT Stock Holding History

JP Morgan Chase’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
+22,500
New +$1.2M ﹤0.01% 4502

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

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

JP Morgan Chase reduced its Root (ROOT) stake by 20% in Q2 2026, selling an estimated $541K and leaving 40,494 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #4081.

JP Morgan Chase first reported a position in ROOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.9M in Q2 2024. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • JP Morgan Chase held 40,494 shares of Root worth $2.34M as of Q2 2026.
  • JP Morgan Chase sold 10,134 Root shares in Q2 2026, an estimated $541K.
  • Root made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4081 holding.
  • JP Morgan Chase first reported a position in Root in Q4 2020 and has held it in 23 quarters since.
  • JP Morgan Chase's Root position peaked at $5.9M in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

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