Rockefeller Capital Management
JPIB icon

Rockefeller Capital Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Rockefeller Capital Management’s Portfolio JPIB Stock Details JPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42M Sell
50,557
-4,803
-9% -$234K ﹤0.01% 1219
2025
Q4 		$2.7M Buy
55,360
+54,950
+13,402% +$2.69M ﹤0.01% 1122
2025
Q3 		$20.1K Buy
+410
New +$20K ﹤0.01% 3346
2023
Q1 		– Sell
-2,102
Closed -$96K – 2978
2022
Q4 		$96K Buy
+2,102
New +$95.3K ﹤0.01% 2044
2021
Q3 		– Sell
-81
Closed -$4K – 3758
2021
Q2 		$4K Buy
+81
New +$4.17K ﹤0.01% 3092

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rockefeller Capital Management's JPIB Position: Q1 2026 in Review

Rockefeller Capital Management reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8.7% in Q1 2026, selling an estimated $234K and leaving 50,557 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Rockefeller Capital Management first reported a position in JPIB in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.7M in Q4 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Rockefeller Capital Management held 50,557 shares of JPMorgan International Bond Opportunities ETF worth $2.42M as of Q1 2026.
  • Rockefeller Capital Management sold 4,803 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $234K.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1219 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2021 and has held it in 5 quarters since.
  • Rockefeller Capital Management's JPMorgan International Bond Opportunities ETF position peaked at $2.7M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.