Rockefeller Capital Management
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Rockefeller Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Rockefeller Capital Management’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.75M Buy
2025
Q1 		$2.64M Buy
2024
Q4 		$827K Buy
2024
Q3 		$738K Buy
2024
Q2 		$631K Buy
2024
Q1 		$628K Buy
2023
Q4 		$552K Buy
2022
Q3 		– Sell
2022
Q2 		$1K Buy