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Disclosery

JPMORGAN CHASE & CO: ROOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on ROOT, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 40,494 ROOT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,494 shares
    Change vs previous 13F -10,134 shares

    <0.01% of the 13F portfolio, value $2,337,718.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 50,628 shares
    Change vs previous 13F +43,687 shares

    <0.01% of the 13F portfolio, value $2,191,687.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 6,941 shares
    Change vs previous 13F +988 shares

    <0.01% of the 13F portfolio, value $501,349.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 5,953 shares
    Change vs previous 13F -22,952 shares

    <0.01% of the 13F portfolio, value $532,853.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 28,905 shares
    Change vs previous 13F +22,997 shares

    <0.01% of the 13F portfolio, value $3,698,973.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 5,908 shares
    Change vs previous 13F -72,414 shares

    <0.01% of the 13F portfolio, value $788,364.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 78,322 shares
    Change vs previous 13F -27,155 shares

    <0.01% of the 13F portfolio, value $5,685,393.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 105,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,984,921.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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