JPMorgan Chase & Co. shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.5k | 310.07 |
| 2025-06-30 | $844k | 2.9k | 286.89 |
| 2025-03-31 | $506k | 2.4k | 210.27 |
| 2024-12-31 | $577k | 2.4k | 242.95 |
| 2024-09-30 | $455k | 2.2k | 210.75 |
| 2024-06-30 | $204k | 972 | 209.88 |
| 2024-03-31 | $235k | 1.2k | 199.15 |
| 2023-09-30 | $313k | 2.0k | 152.83 |
| 2023-06-30 | $315k | 2.2k | 144.63 |
| 2023-03-31 | $238k | 1.7k | 138.86 |