Root Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,519
+1,541
| +52% | +$447K | 0.13% | 60 |
|
|
2025
Q1 | $730K | Buy |
2,978
+1
| +0% | +$245 | 0.08% | 86 |
|
|
2024
Q4 | $714K | Buy |
2,977
+1,484
| +99% | +$356K | 0.09% | 87 |
|
|
2024
Q3 | $315K | Buy |
1,493
+239
| +19% | +$50.4K | 0.05% | 123 |
|
|
2024
Q2 | $254K | Sell |
1,254
-196
| -14% | -$39.7K | 0.06% | 99 |
|
|
2024
Q1 | $291K | Buy |
+1,450
| New | +$291K | 0.09% | 84 |
|