D.B. Root & Company, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1731717 PITTSBURGH, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,238,944

+$139,963 QoQ

Shares Held

3,785

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#3,430

of 5,058 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

D.B. Root & Company, LLC holds $1,809,620 across 3 Banks - Diversified names. JPM ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,785	$1,238,944
2	C	Citigroup Inc	2,447	$342,482
3	BNY	Bank of New York Mellon Corp	1,578	$228,194

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,238,944	3,785	+1.3%	Shares	Sole	2026-08-13
2026-03-31	$1,098,981	3,736	-6.1%	Shares	Sole	2026-05-13
2025-12-31	$1,281,791	3,978	-1.9%	Shares	Sole	2026-02-03
2025-09-30	$1,279,068	4,055	-4.9%	Shares	Sole	2025-11-06
2025-06-30	$1,236,756	4,266	+30.2%	Shares	Sole	2025-07-22
2025-03-31	$803,602	3,276	+1.7%	Shares	Sole	2025-05-14
2024-12-31	$772,105	3,221	+6.0%	Shares	Sole	2025-01-17
2024-09-30	$640,803	3,039	-1.4%	Shares	Sole	2024-10-31
2024-06-30	$623,567	3,083	+10.2%	Shares	Sole	2024-07-15
2024-03-31	$560,439	2,798	+97.2%	Shares	Sole	2024-04-17
2023-12-31	$241,371	1,419	-16.1%	Shares	Sole	2024-01-16
2022-12-31	$226,763	1,691	+9.9%	Shares	Sole	2023-01-27
2022-03-31	$209,660	1,538	-36.0%	Shares	Sole	2022-05-06
2021-12-31	$380,831	2,405	+68.5%	Shares	Sole	2022-02-01
2021-09-30	$233,585	1,427	-29.0%	Shares	Sole	2021-10-22
2021-06-30	$312,635	2,010	-18.2%	Shares	Sole	2021-07-28
2021-03-31	$374,181	2,458	-2.5%	Shares	Sole	2021-05-04
2020-12-31	$320,470	2,522	+19.3%	Shares	Sole	2021-02-09
2020-09-30	$203,514	2,114	-1.0%	Shares	Sole	2020-10-22
2020-06-30	$200,818	2,135	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.