Rooted Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Rooted Wealth Advisors’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	$1.21M	Buy	3,711 +20	+0.5%	+$6.21K	0.3%	56
2026 Q1	$1.17M	Buy	3,691 +210	+6%	+$63.7K	0.31%	55
2025 Q4	$1.1M	Sell	3,481 -8	-0.2%	-$2.48K	0.31%	57
2025 Q3	$1.08M	Buy	3,489 +548	+19%	+$163K	0.33%	50
2025 Q2	$844K	Buy	2,941 +535	+22%	+$137K	0.29%	48
2025 Q1	$506K	Buy	2,406 +31	+1%	+$7.9K	0.22%	56
2024 Q4	$577K	Buy	2,375 +216	+10%	+$50.3K	0.23%	53
2024 Q3	$455K	Buy	2,159 +1,187	+122%	+$250K	0.2%	57
2024 Q2	$204K	Sell	972 -208	-18%	-$40.7K	0.09%	85
2024 Q1	$235K	Buy	+1,180	New	+$213K	0.12%	74
2023 Q4	–	Sell	-2,048	Closed	-$313K	–	79
2023 Q3	$313K	Sell	2,048 -130	-6%	-$19.5K	0.19%	58
2023 Q2	$315K	Buy	2,178 +464	+27%	+$63.8K	0.21%	56
2023 Q1	$238K	Buy	+1,714	New	+$235K	0.18%	73

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rooted Wealth Advisors's JPM Position: Q2 2026 in Review

Rooted Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.54% in Q2 2026, buying an estimated $6.21K and bringing the position to 3,711 shares worth $1.21M. The position accounts for 0.3% of the portfolio, ranked #56.

Rooted Wealth Advisors first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rooted Wealth Advisors held 3,711 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
Rooted Wealth Advisors bought 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
JPMorgan Chase made up 0.3% of Rooted Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Rooted Wealth Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.