Rockefeller Capital Management
JBND icon

Rockefeller Capital Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Rockefeller Capital Management’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.5K Sell
1,411
-193
-12% -$10.3K ﹤0.01% 3140
2026
Q1 		$86.2K Sell
1,604
-568
-26% -$30.8K ﹤0.01% 2960
2025
Q4 		$117K Buy
+2,172
New +$118K ﹤0.01% 2642

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AF
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rockefeller Capital Management's JBND Position: Q2 2026 in Review

Rockefeller Capital Management reduced its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, selling an estimated $10.3K and leaving 1,411 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

Rockefeller Capital Management first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $117K in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Rockefeller Capital Management held 1,411 shares of JPMorgan Active Bond ETF worth $75.5K as of Q2 2026.
  • Rockefeller Capital Management sold 193 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $10.3K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3140 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's JPMorgan Active Bond ETF position peaked at $117K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.