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Root Financial Partners’s JPMorgan Chase JPM Stock Holding History

Root Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
7,439
+687
+10% +$208K 0.1% 59
2025
Q4 		$2.18M Buy
6,752
+163
+2% +$50.5K 0.11% 53
2025
Q3 		$2.08M Buy
6,589
+2,070
+46% +$616K 0.13% 51
2025
Q2 		$1.31M Buy
4,519
+1,541
+52% +$393K 0.13% 60
2025
Q1 		$730K Buy
2,978
+1
+0% +$255 0.08% 86
2024
Q4 		$714K Buy
2,977
+1,484
+99% +$346K 0.09% 87
2024
Q3 		$315K Buy
1,493
+239
+19% +$50.3K 0.05% 123
2024
Q2 		$254K Sell
1,254
-196
-14% -$38.3K 0.06% 99
2024
Q1 		$291K Buy
+1,450
New +$262K 0.09% 84

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's JPM Position: Q1 2026 in Review

Root Financial Partners increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $208K and bringing the position to 7,439 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #59.

Root Financial Partners first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Root Financial Partners held 7,439 shares of JPMorgan Chase worth $2.19M as of Q1 2026.
  • Root Financial Partners bought 687 JPMorgan Chase shares in Q1 2026, an estimated $208K.
  • JPMorgan Chase made up 0.1% of Root Financial Partners's portfolio in Q1 2026, its #59 holding.
  • Root Financial Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.