JP Morgan Chase
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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
Q3 		$5.51M Buy
155,817
+35,700
+30% +$1.25M ﹤0.01% 3407
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase's RGEF Position: Q3 2026 in Review

JP Morgan Chase increased its Rockefeller Global Equity ETF (RGEF) stake by 30% in Q3 2026, buying an estimated $1.25M and bringing the position to 155,817 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

JP Morgan Chase first reported a position in RGEF in Q4 2024 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold RGEF as of Q3 2026.

  • JP Morgan Chase held 155,817 shares of Rockefeller Global Equity ETF worth $5.51M as of Q3 2026.
  • JP Morgan Chase bought 35,700 Rockefeller Global Equity ETF shares in Q3 2026, an estimated $1.25M.
  • Rockefeller Global Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #3407 holding.
  • JP Morgan Chase first reported a position in Rockefeller Global Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.