Rockefeller Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Sell	41,272 -6,388	-13%	-$300K	﹤0.01%	1393
2026 Q1	$2.24M	Buy	47,660 +13,658	+40%	+$648K	﹤0.01%	1255
2025 Q4	$1.61M	Buy	34,002 +10,698	+46%	+$509K	﹤0.01%	1347
2025 Q3	$1.11M	Buy	+23,304	New	+$1.1M	﹤0.01%	1379
2022 Q3	–	Sell	-485	Closed	-$23K	–	4129
2022 Q2	$23K	Buy	+485	New	+$23.7K	﹤0.01%	2666

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Rockefeller Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2026, selling an estimated $300K and leaving 41,272 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Rockefeller Capital Management first reported a position in JCPB in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.24M in Q1 2026. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Rockefeller Capital Management held 41,272 shares of JPMorgan Core Plus Bond ETF worth $1.94M as of Q2 2026.
Rockefeller Capital Management sold 6,388 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $300K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1393 holding.
Rockefeller Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 5 quarters since.
Rockefeller Capital Management's JPMorgan Core Plus Bond ETF position peaked at $2.24M in Q1 2026.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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