JP Morgan Chase’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

JP Morgan Chase’s Portfolio RSMC Stock Details RSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$920K	Hold	33,538	–	–	﹤0.01%	4843
2026 Q2	$956K	Sell	33,538 -65,771	-66%	-$1.82M	﹤0.01%	4700
2026 Q1	$2.41M	Sell	99,309 -26,415	-21%	-$685K	﹤0.01%	3967
2025 Q4	$3.17M	Sell	125,724 -1,800	-1%	-$46.3K	﹤0.01%	3714
2025 Q3	$3.36M	Sell	127,524 -142,587	-53%	-$3.72M	﹤0.01%	3694
2025 Q2	$7.01M	Buy	270,111 +125,724	+87%	+$3.08M	﹤0.01%	2857
2025 Q1	$3.4M	Hold	144,387	–	–	﹤0.01%	3479
2024 Q4	$3.68M	Buy	+144,387	New	+$3.75M	﹤0.01%	3633

Other funds holding RSMC

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $1.02B AUM 15.73% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

JP Morgan Chase held its Rockefeller U.S. Small-Mid Cap ETF (RSMC) position steady in Q3 2026 at 33,538 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #4843.

JP Morgan Chase first reported a position in RSMC in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.01M in Q2 2025. 13 funds tracked by Wall St. Rank hold RSMC as of Q3 2026.

JP Morgan Chase held 33,538 shares of Rockefeller U.S. Small-Mid Cap ETF worth $920K as of Q3 2026.
JP Morgan Chase left its Rockefeller U.S. Small-Mid Cap ETF share count unchanged in Q3 2026.
Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4843 holding.
JP Morgan Chase first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
JP Morgan Chase's Rockefeller U.S. Small-Mid Cap ETF position peaked at $7.01M in Q2 2025.
13 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q3 2026.

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