Rockefeller Capital Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Rockefeller Capital Management’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Sell	2,891 -2,089	-42%	-$158K	﹤0.01%	2462
2025 Q4	$360K	Sell	4,980 -5,965	-54%	-$427K	﹤0.01%	2075
2025 Q3	$768K	Buy	+10,945	New	+$751K	﹤0.01%	1553
2022 Q3	–	Sell	-129	Closed	-$6K	–	3884
2022 Q2	$6K	Buy	+129	New	+$6.64K	﹤0.01%	3343

Other funds holding BBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Rockefeller Capital Management's BBIN Position: Q1 2026 in Review

Rockefeller Capital Management reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 42% in Q1 2026, selling an estimated $158K and leaving 2,891 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Rockefeller Capital Management first reported a position in BBIN in Q2 2022 and has held it in 4 quarters since. The position peaked at $768K in Q3 2025. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Rockefeller Capital Management held 2,891 shares of JPMorgan BetaBuilders International Equity ETF worth $211K as of Q1 2026.
Rockefeller Capital Management sold 2,089 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $158K.
JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2462 holding.
Rockefeller Capital Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2022 and has held it in 4 quarters since.
Rockefeller Capital Management's JPMorgan BetaBuilders International Equity ETF position peaked at $768K in Q3 2025.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.