JP Morgan Chase
RSMC

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
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

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

JP Morgan Chase's RSMC Position: Q1 2026 in Review

JP Morgan Chase reduced its Rockefeller U.S. Small-Mid Cap ETF (RSMC) stake by 21% in Q1 2026, selling an estimated $685K and leaving 99,309 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

JP Morgan Chase first reported a position in RSMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.01M in Q2 2025. 16 funds tracked by Wall St. Rank hold RSMC as of Q1 2026.

  • JP Morgan Chase held 99,309 shares of Rockefeller U.S. Small-Mid Cap ETF worth $2.41M as of Q1 2026.
  • JP Morgan Chase sold 26,415 Rockefeller U.S. Small-Mid Cap ETF shares in Q1 2026, an estimated $685K.
  • Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3967 holding.
  • JP Morgan Chase first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • JP Morgan Chase's Rockefeller U.S. Small-Mid Cap ETF position peaked at $7.01M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.