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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Root Financial Partners's JPM Position: Q2 2026 in Review

Root Financial Partners increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $269K and bringing the position to 8,305 shares worth $2.72M. The position accounts for 0.11% of the portfolio, ranked #59.

Root Financial Partners first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Root Financial Partners held 8,305 shares of JPMorgan Chase worth $2.72M as of Q2 2026.
  • Root Financial Partners bought 866 JPMorgan Chase shares in Q2 2026, an estimated $269K.
  • JPMorgan Chase made up 0.11% of Root Financial Partners's portfolio in Q2 2026, its #59 holding.
  • Root Financial Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.