Rooted Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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