A detailed history of Root Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,977 shares of JPM stock, worth $794,293. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,977
Previous 1,493 99.4%
Holding current value
$794,293
Previous $315 Million 126.63%
% of portfolio
0.09%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$205.18 - $250.29 $304,487 - $371,430
1,484 Added 99.4%
2,977 $714 Million
Q3 2024

Oct 31, 2024

BUY
$194.9 - $224.8 $46,581 - $53,727
239 Added 19.06%
1,493 $315 Million
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $35,295 - $40,138
-196 Reduced 13.52%
1,254 $254 Million
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $242,280 - $290,435
1,450 New
1,450 $291 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $783B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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