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
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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return