Rockefeller Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $709M | Buy |
2,409,554
+83,763
| +4% | +$25.4M | 1.26% | 10 |
|
|
2025
Q4 | $749M | Buy |
2,325,791
+167,409
| +8% | +$51.8M | 1.35% | 9 |
|
|
2025
Q3 | $681M | Buy |
2,158,382
+396
| +0% | +$118K | 1.33% | 12 |
|
|
2025
Q2 | $626M | Buy |
2,157,986
+220,322
| +11% | +$56.2M | 1.37% | 12 |
|
|
2025
Q1 | $475M | Buy |
1,937,664
+49,288
| +3% | +$12.6M | 1.17% | 13 |
|
|
2024
Q4 | $452M | Buy |
1,888,376
+170,145
| +10% | +$39.6M | 1.17% | 11 |
|
|
2024
Q3 | $362M | Sell |
1,718,231
-99,946
| -5% | -$21.1M | 0.98% | 13 |
|
|
2024
Q2 | $368M | Sell |
1,818,177
-15,396
| -0.8% | -$3.01M | 1.05% | 13 |
|
|
2024
Q1 | $367M | Buy |
1,833,573
+47,555
| +3% | +$8.58M | 1.07% | 11 |
|
|
2023
Q4 | $304M | Sell |
1,786,018
-49,885
| -3% | -$7.56M | 1.02% | 10 |
|
|
2023
Q3 | $266M | Buy |
1,835,903
+90,115
| +5% | +$13.5M | 1.03% | 10 |
|
|
2023
Q2 | $254M | Buy |
1,745,788
+137,411
| +9% | +$18.9M | 0.98% | 11 |
|
|
2023
Q1 | $210M | Sell |
1,608,377
-107,995
| -6% | -$14.8M | 0.9% | 10 |
|
|
2022
Q4 | $230M | Buy |
1,716,372
+359,224
| +26% | +$45.5M | 1.16% | 7 |
|
|
2022
Q3 | $142M | Buy |
1,357,148
+187,410
| +16% | +$21.5M | 0.73% | 15 |
|
|
2022
Q2 | $132M | Buy |
1,169,738
+33,430
| +3% | +$4.14M | 0.7% | 18 |
|
|
2022
Q1 | $155M | Buy |
1,136,308
+99,944
| +10% | +$14.8M | 0.75% | 17 |
|
|
2021
Q4 | $164M | Buy |
1,036,364
+69,308
| +7% | +$11.4M | 0.77% | 16 |
|
|
2021
Q3 | $158M | Buy |
967,056
+104,236
| +12% | +$16.3M | 0.83% | 16 |
|
|
2021
Q2 | $134M | Buy |
862,820
+153,294
| +22% | +$24.1M | 0.76% | 20 |
|
|
2021
Q1 | $108M | Buy |
709,526
+51,599
| +8% | +$7.42M | 0.73% | 24 |
|
|
2020
Q4 | $83.6M | Buy |
657,927
+47,391
| +8% | +$5.3M | 0.63% | 28 |
|
|
2020
Q3 | $58.8M | Sell |
610,536
-82,333
| -12% | -$8.09M | 0.55% | 30 |
|
|
2020
Q2 | $65.2M | Buy |
692,869
+53,097
| +8% | +$5.04M | 0.68% | 28 |
|
|
2020
Q1 | $57.6M | Buy |
639,772
+273,752
| +75% | +$33.3M | 0.76% | 23 |
|
|
2019
Q4 | $51M | Sell |
366,020
-23,639
| -6% | -$3.03M | 0.64% | 36 |
|
|
2019
Q3 | $45.9M | Sell |
389,659
-1,492,155
| -79% | -$169M | 0.62% | 39 |
|
|
2019
Q2 | $210M | Buy |
1,881,814
+365,518
| +24% | +$40.3M | 2.93% | 6 |
|
|
2019
Q1 | $153M | Sell |
1,516,296
-185,164
| -11% | -$19.1M | 2.19% | 10 |
|
|
2018
Q4 | $166M | Buy |
1,701,460
+28,122
| +2% | +$3M | 2.91% | 7 |
|
|
2018
Q3 | $189M | Buy |
1,673,338
+77,782
| +5% | +$8.83M | 2.87% | 6 |
|
|
2018
Q2 | $166M | Sell |
1,595,556
-51,824
| -3% | -$5.69M | 2.71% | 7 |
|
|
2018
Q1 | $181M | Buy |
+1,647,380
| New | +$187M | 2.99% | 5 |
|
Other funds holding JPM
VCM
VPM
Rockefeller Capital Management's JPM Position: Q1 2026 in Review
Rockefeller Capital Management increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $25.4M and bringing the position to 2,409,554 shares worth $709M. The position accounts for 1.26% of the portfolio, ranked #10.
Rockefeller Capital Management first reported a position in JPM in Q1 2018 and has held it in 33 quarters since. The position peaked at $749M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Rockefeller Capital Management held 2,409,554 shares of JPMorgan Chase worth $709M as of Q1 2026.
- Rockefeller Capital Management bought 83,763 JPMorgan Chase shares in Q1 2026, an estimated $25.4M.
- JPMorgan Chase made up 1.26% of Rockefeller Capital Management's portfolio in Q1 2026, its #10 holding.
- Rockefeller Capital Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 33 quarters since.
- Rockefeller Capital Management's JPMorgan Chase position peaked at $749M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.