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
Q3 		$48.8K Sell
955
-456
-32% -$24K ﹤0.01% 3480
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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Allworth Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Rockefeller Capital Management's JBND Position: Q3 2026 in Review

Rockefeller Capital Management reduced its JPMorgan Active Bond ETF (JBND) stake by 32% in Q3 2026, selling an estimated $24K and leaving 955 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

Rockefeller Capital Management first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $117K in Q4 2025. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Rockefeller Capital Management held 955 shares of JPMorgan Active Bond ETF worth $48.8K as of Q3 2026.
  • Rockefeller Capital Management sold 456 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $24K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3480 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's JPMorgan Active Bond ETF position peaked at $117K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.