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
2025 Q3	$2.08M	Buy
2025 Q2	$1.31M	Buy
2025 Q1	$730K	Buy
2024 Q4	$714K	Buy
2024 Q3	$315K	Buy
2024 Q2	$254K	Sell
2024 Q1	$291K	Buy