Rockefeller Capital Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Rockefeller Capital Management’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Hold	29,596	–	–	﹤0.01%	1344
2026 Q1	$2.11M	Sell	29,596 -21	-0.1%	-$1.51K	﹤0.01%	1279
2025 Q4	$2.02M	Hold	29,617	–	–	﹤0.01%	1244
2025 Q3	$1.97M	Hold	29,617	–	–	﹤0.01%	1169
2025 Q2	$1.9M	Buy	29,617 +689	+2%	+$41.8K	﹤0.01%	1126
2025 Q1	$1.65M	Buy	28,928 +354	+1%	+$19.9K	﹤0.01%	1103
2024 Q4	$1.53M	Buy	+28,574	New	+$1.62M	﹤0.01%	1110
2022 Q3	–	Sell	-1,350	Closed	-$65K	–	4134
2022 Q2	$65K	Sell	1,350 -73	-5%	-$3.87K	﹤0.01%	2172
2022 Q1	$80K	Buy	1,423 +16	+1%	+$918	﹤0.01%	2086
2021 Q4	$83K	Buy	1,407 +36	+3%	+$2.17K	﹤0.01%	2016
2021 Q3	$82K	Sell	1,371 -112	-8%	-$7K	﹤0.01%	1944
2021 Q2	$92K	Sell	1,483 -92	-6%	-$5.8K	﹤0.01%	1835
2021 Q1	$96K	Buy	1,575 +4	+0.3%	+$241	﹤0.01%	1613
2020 Q4	$91K	Buy	1,571 +11	+0.7%	+$602	﹤0.01%	1484
2020 Q3	$80K	Sell	1,560 -11,041	-88%	-$573K	﹤0.01%	1345
2020 Q2	$623K	Sell	12,601 -5,218	-29%	-$247K	0.01%	641
2020 Q1	$770K	Sell	17,819 -4,641	-21%	-$241K	0.01%	529
2019 Q4	$1.28M	Buy	22,460 +5,246	+30%	+$290K	0.02%	408
2019 Q3	$915K	Buy	+17,214	New	+$913K	0.01%	406

Other funds holding JPIN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

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

Rockefeller Capital Management held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q2 2026 at 29,596 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Rockefeller Capital Management first reported a position in JPIN in Q3 2019 and has held it in 19 quarters since. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Rockefeller Capital Management held 29,596 shares of JPMorgan Diversified Return International Equity ETF worth $2.14M as of Q2 2026.
Rockefeller Capital Management left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1344 holding.
Rockefeller Capital Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2019 and has held it in 19 quarters since.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

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