D.B. Root & Company, LLC
- SEC CIK
- 0001731717
- Latest filing
- Aug 13, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by D.B. Root & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,785
- Value
- $1.24M
- % of portfolio
- 0.3%
- Quarters held
- 17
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,785 | $1.24M | 0.3% | +49+1.3% | Added | Holders |
| Q1 2026 | 3,736 | $1.10M | 0.3% | −242−6.1% | Reduced | Holders |
| Q4 2025 | 3,978 | $1.28M | 0.3% | −77−1.9% | Reduced | Holders |
| Q3 2025 | 4,055 | $1.28M | 0.3% | −211−4.9% | Reduced | Holders |
| Q2 2025 | 4,266 | $1.24M | 0.4% | +990+30.2% | Added | Holders |
| Q1 2025 | 3,276 | $803.6K | 0.3% | +55+1.7% | Added | Holders |
| Q4 2024 | 3,221 | $772.3K | 0.2% | +182+6.0% | Added | Holders |
| Q3 2024 | 3,039 | $640.8K | 0.2% | −44−1.4% | Reduced | Holders |
| Q2 2024 | 3,083 | $623.7K | 0.2% | +285+10.2% | Added | Holders |
| Q1 2024 | 2,798 | $560.5K | 0.2% | +1,379+97.2% | Added | Holders |
| Q4 2023 | 1,419 | $241.4K | 0.1% | +1,419 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −1,691−100.0% | Sold out | Holders |
| Q4 2022 | 1,691 | $226.8K | 0.1% | +1,691 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,538−100.0% | Sold out | Holders |
| Q1 2022 | 1,538 | $209.0K | 0.1% | −867−36.0% | Reduced | Holders |
| Q4 2021 | 2,405 | $380.0K | 0.1% | +978+68.5% | Added | Holders |
| Q3 2021 | 1,427 | $233.0K | 0.1% | −583−29.0% | Reduced | Holders |
| Q2 2021 | 2,010 | $312.0K | 0.1% | −448−18.2% | Reduced | Holders |
| Q1 2021 | 2,458 | $374.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.