Rockefeller Capital Management
JIRE icon

Rockefeller Capital Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Rockefeller Capital Management’s Portfolio JIRE Stock Details JIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3M Sell
294,898
-797
-0.3% -$63.9K 0.04% 427
2026
Q1 		$22.4M Buy
295,695
+3,297
+1% +$258K 0.04% 418
2025
Q4 		$21.9M Buy
292,398
+11,214
+4% +$837K 0.04% 416
2025
Q3 		$20.7M Buy
281,184
+2,340
+0.8% +$168K 0.04% 409
2025
Q2 		$19.7M Buy
278,844
+15,195
+6% +$1.01M 0.04% 388
2025
Q1 		$16.8M Buy
263,649
+49,680
+23% +$3.11M 0.04% 415
2024
Q4 		$12.5M Buy
213,969
+5,018
+2% +$313K 0.03% 488
2024
Q3 		$13.8M Buy
208,951
+3,772
+2% +$242K 0.04% 445
2024
Q2 		$12.8M Buy
205,179
+66,347
+48% +$4.15M 0.04% 434
2024
Q1 		$8.69M Sell
138,832
-12,345
-8% -$738K 0.03% 542
2023
Q4 		$8.83M Buy
151,177
+37,722
+33% +$2.1M 0.03% 495
2023
Q3 		$6.17M Buy
+113,455
New +$6.41M 0.02% 538

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Rockefeller Capital Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.27% in Q2 2026, selling an estimated $63.9K and leaving 294,898 shares worth $24.3M. The position accounts for 0.04% of the portfolio, ranked #427.

Rockefeller Capital Management first reported a position in JIRE in Q3 2023 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Rockefeller Capital Management held 294,898 shares of JPMorgan International Research Enhanced Equity ETF worth $24.3M as of Q2 2026.
  • Rockefeller Capital Management sold 797 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $63.9K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q2 2026, its #427 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

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