Rooted Wealth Advisors Inc. Has $577,000 Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Rooted Wealth Advisors Inc. boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 10.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,375 shares of the financial services provider’s stock after purchasing an additional 216 shares […]

Feb 24, 2025 - 09:58
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Rooted Wealth Advisors Inc. Has $577,000 Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Rooted Wealth Advisors Inc. boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 10.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,375 shares of the financial services provider’s stock after purchasing an additional 216 shares […]