Root Financial Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1977181 ENCINITAS, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,718,475

+$530,219 QoQ

Shares Held

8,305

+11.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#2,677

of 5,058 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $5,469,272 across 5 Banks - Diversified names. JPM ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,305	$2,718,475
2	BAC	Bank Of America Corp /De/	16,151	$920,283
3	C	Citigroup Inc	5,528	$773,698
4	WFC	Wells Fargo & Company/Mn	8,445	$697,894
5	BNY	Bank of New York Mellon Corp	2,482	$358,922

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,718,475	8,305	+11.6%	Shares	Sole	2026-07-29
2026-03-31	$2,188,256	7,439	+10.2%	Shares	Sole	2026-04-24
2025-12-31	$2,175,629	6,752	+2.5%	Shares	Sole	2026-02-10
2025-09-30	$2,078,368	6,589	+45.8%	Shares	Sole	2025-10-29
2025-06-30	$1,310,103	4,519	+51.7%	Shares	Sole	2025-08-11
2025-03-31	$730,503	2,978	+0.0%	Shares	Sole	2025-04-25
2024-12-31	$713,616	2,977	+99.4%	Shares	Sole	2025-01-30
2024-09-30	$314,813	1,493	+19.1%	Shares	Sole	2024-11-01
2024-06-30	$253,634	1,254	-13.5%	Shares	Sole	2024-08-05
2024-03-31	$290,435	1,450	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.