Root Financial Partners
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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
Q3 		$3.42M Buy
10,347
+2,042
+25% +$714K 0.11% 57
2026
Q2 		$2.72M Buy
8,305
+866
+12% +$269K 0.11% 59
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Root Financial Partners's JPM Position: Q3 2026 in Review

Root Financial Partners increased its JPMorgan Chase (JPM) stake by 25% in Q3 2026, buying an estimated $714K and bringing the position to 10,347 shares worth $3.42M. The position accounts for 0.11% of the portfolio, ranked #57.

Root Financial Partners first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 2,368 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Root Financial Partners held 10,347 shares of JPMorgan Chase worth $3.42M as of Q3 2026.
  • Root Financial Partners bought 2,042 JPMorgan Chase shares in Q3 2026, an estimated $714K.
  • JPMorgan Chase made up 0.11% of Root Financial Partners's portfolio in Q3 2026, its #57 holding.
  • Root Financial Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 2,368 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.