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 Q2	$22.4K	Sell	463 -50,094	-99%	-$2.41M	﹤0.01%	3699
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 $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

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

Rockefeller Capital Management reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 99% in Q2 2026, selling an estimated $2.41M and leaving 463 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

Rockefeller Capital Management first reported a position in JPIB in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.7M in Q4 2025. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Rockefeller Capital Management held 463 shares of JPMorgan International Bond Opportunities ETF worth $22.4K as of Q2 2026.
Rockefeller Capital Management sold 50,094 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $2.41M.
JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3699 holding.
Rockefeller Capital Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2021 and has held it in 6 quarters since.
Rockefeller Capital Management's JPMorgan International Bond Opportunities ETF position peaked at $2.7M in Q4 2025.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

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