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
2026 Q2	$44.5M	Buy	966,943 +81,844	+9%	+$3.77M	0.07%	260
2026 Q1	$40.8M	Sell	885,099 -246,882	-22%	-$11.4M	0.07%	261
2025 Q4	$52.4M	Buy	1,131,981 +1,068,410	+1,681%	+$49.5M	0.09%	205
2025 Q3	$2.95M	Sell	63,571 -17,422	-22%	-$807K	0.01%	1006
2025 Q2	$3.75M	Buy	80,993 +23,795	+42%	+$1.09M	0.01%	886
2025 Q1	$2.64M	Buy	57,198 +39,067	+215%	+$1.79M	0.01%	930
2024 Q4	$827K	Buy	18,131 +2,231	+14%	+$102K	﹤0.01%	1320
2024 Q3	$738K	Buy	15,900 +2,021	+15%	+$92.7K	﹤0.01%	1324
2024 Q2	$631K	Buy	13,879 +85	+0.6%	+$3.84K	﹤0.01%	1368
2024 Q1	$628K	Buy	13,794 +1,695	+14%	+$77K	﹤0.01%	1399
2023 Q4	$552K	Buy	+12,099	New	+$540K	﹤0.01%	1317
2022 Q3	–	Sell	-41	Closed	-$1K	–	4133
2022 Q2	$1K	Buy	+41	New	+$1.93K	﹤0.01%	3967

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Rockefeller Capital Management increased its JPMorgan Income ETF (JPIE) stake by 9.2% in Q2 2026, buying an estimated $3.77M and bringing the position to 966,943 shares worth $44.5M. The position accounts for 0.07% of the portfolio, ranked #260.

Rockefeller Capital Management first reported a position in JPIE in Q2 2022 and has held it in 12 quarters since. The position peaked at $52.4M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Rockefeller Capital Management held 966,943 shares of JPMorgan Income ETF worth $44.5M as of Q2 2026.
Rockefeller Capital Management bought 81,844 JPMorgan Income ETF shares in Q2 2026, an estimated $3.77M.
JPMorgan Income ETF made up 0.07% of Rockefeller Capital Management's portfolio in Q2 2026, its #260 holding.
Rockefeller Capital Management first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 12 quarters since.
Rockefeller Capital Management's JPMorgan Income ETF position peaked at $52.4M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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