JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,752 Value ($000) $2,176 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 6,589 Value ($000) $2,079 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,519 Value ($000) $1,310 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,978 Value ($000) $730 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,977 Value ($000) $714 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,493 Value ($000) $315 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,254 Value ($000) $254 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,450 Value ($000) $291 Avg Close $173.61 Range $158.11 - $193.16