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Disclosery

Root Financial Partners, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on JPM, newest first. How the timeline and the estimate are built.

Root Financial Partners, LLC held 8,305 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,305 shares
    Change vs previous 13F +866 shares

    0.11% of the 13F portfolio, value $2,718,574.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,439 shares
    Change vs previous 13F +687 shares

    0.1% of the 13F portfolio, value $2,188,303.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,752 shares
    Change vs previous 13F +163 shares

    0.11% of the 13F portfolio, value $2,175,731.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,589 shares
    Change vs previous 13F +2,070 shares

    0.13% of the 13F portfolio, value $2,078,521.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,519 shares
    Change vs previous 13F +1,541 shares

    0.13% of the 13F portfolio, value $1,310,194.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,978 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $730,435.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,977 shares
    Change vs previous 13F +1,484 shares

    0.09% of the 13F portfolio, value $713,638.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,493 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $314,887.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).