JPMorgan Chase & Co’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
28,905
+22,997
| +389% | +$2.94M | ﹤0.01% | 2922 |
|
|
2025
Q1 | $788K | Sell |
5,908
-72,414
| -92% | -$9.66M | ﹤0.01% | 3782 |
|
|
2024
Q4 | $5.69M | Sell |
78,322
-27,155
| -26% | -$1.97M | ﹤0.01% | 2661 |
|
|
2024
Q3 | $3.98M | Sell |
105,477
-8,749
| -8% | -$331K | ﹤0.01% | 2774 |
|
|
2024
Q2 | $5.9M | Buy |
114,226
+86,499
| +312% | +$4.46M | ﹤0.01% | 2433 |
|
|
2024
Q1 | $1.69M | Buy |
27,727
+12,330
| +80% | +$753K | ﹤0.01% | 3255 |
|
|
2023
Q4 | $161K | Buy |
15,397
+15,373
| +64,054% | +$161K | ﹤0.01% | 4552 |
|
|
2023
Q3 | $228 | Hold |
24
| – | – | ﹤0.01% | 5869 |
|
|
2023
Q2 | $215 | Sell |
24
-6,040
| -100% | -$54.1K | ﹤0.01% | 5718 |
|
|
2023
Q1 | $27K | Buy |
6,064
+1,648
| +37% | +$7.34K | ﹤0.01% | 5072 |
|
|
2022
Q4 | $20K | Buy |
4,416
+212
| +5% | +$960 | ﹤0.01% | 4979 |
|
|
2022
Q3 | $33K | Buy |
4,204
+27
| +0.6% | +$212 | ﹤0.01% | 4811 |
|
|
2022
Q2 | $89K | Sell |
4,177
-30,982
| -88% | -$660K | ﹤0.01% | 4683 |
|
|
2022
Q1 | $1.25M | Sell |
35,159
-27,763
| -44% | -$984K | ﹤0.01% | 3481 |
|
|
2021
Q4 | $3.51M | Buy |
62,922
+25,079
| +66% | +$1.4M | ﹤0.01% | 2817 |
|
|
2021
Q3 | $3.59M | Buy |
37,843
+35,416
| +1,459% | +$3.36M | ﹤0.01% | 2805 |
|
|
2021
Q2 | $472K | Buy |
2,427
+357
| +17% | +$69.4K | ﹤0.01% | 4028 |
|
|
2021
Q1 | $474K | Buy |
2,070
+325
| +19% | +$74.4K | ﹤0.01% | 4078 |
|
|
2020
Q4 | $494K | Buy |
+1,745
| New | +$494K | ﹤0.01% | 3753 |
|