JP Morgan Chase
RGEF

JP Morgan Chase’s Rockefeller Global Equity ETF RGEF Stock Holding History

JP Morgan Chase’s Portfolio RGEF Stock Details RGEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.15M Buy
120,117
+27,175
+29% +$910K ﹤0.01% 3610
2026
Q1 		$2.7M Buy
+92,942
New +$2.91M ﹤0.01% 3876
2025
Q3 		– Sell
-176,036
Closed -$4.89M – 7797
2025
Q2 		$4.89M Hold
176,036
– – ﹤0.01% 3192
2025
Q1 		$4.46M Buy
176,036
+75,627
+75% +$1.95M ﹤0.01% 3256
2024
Q4 		$2.48M Buy
+100,409
New +$2.52M ﹤0.01% 3983

Other funds holding RGEF

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's RGEF Position: Q2 2026 in Review

JP Morgan Chase increased its Rockefeller Global Equity ETF (RGEF) stake by 29% in Q2 2026, buying an estimated $910K and bringing the position to 120,117 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

JP Morgan Chase first reported a position in RGEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.89M in Q2 2025. 11 funds tracked by Wall St. Rank hold RGEF as of Q2 2026.

  • JP Morgan Chase held 120,117 shares of Rockefeller Global Equity ETF worth $4.15M as of Q2 2026.
  • JP Morgan Chase bought 27,175 Rockefeller Global Equity ETF shares in Q2 2026, an estimated $910K.
  • Rockefeller Global Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3610 holding.
  • JP Morgan Chase first reported a position in Rockefeller Global Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • JP Morgan Chase's Rockefeller Global Equity ETF position peaked at $4.89M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.