Rockefeller Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626M | Buy |
2,157,986
+220,322
| +11% | +$63.9M | 1.37% | 12 |
|
|
2025
Q1 | $475M | Buy |
1,937,664
+49,288
| +3% | +$12.1M | 1.17% | 13 |
|
|
2024
Q4 | $452M | Buy |
1,888,376
+170,145
| +10% | +$40.8M | 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% | -$3.11M | 1.05% | 13 |
|
|
2024
Q1 | $367M | Buy |
1,833,573
+47,555
| +3% | +$9.53M | 1.07% | 11 |
|
|
2023
Q4 | $304M | Sell |
1,786,018
-49,885
| -3% | -$8.49M | 1.02% | 10 |
|
|
2023
Q3 | $266M | Buy |
1,835,903
+90,115
| +5% | +$13.1M | 1.03% | 10 |
|
|
2023
Q2 | $254M | Buy |
1,745,788
+137,411
| +9% | +$20M | 0.98% | 11 |
|
|
2023
Q1 | $210M | Sell |
1,608,377
-107,995
| -6% | -$14.1M | 0.9% | 10 |
|
|
2022
Q4 | $230M | Buy |
1,716,372
+359,224
| +26% | +$48.2M | 1.16% | 7 |
|
|
2022
Q3 | $142M | Buy |
1,357,148
+187,410
| +16% | +$19.6M | 0.73% | 15 |
|
|
2022
Q2 | $132M | Buy |
1,169,738
+33,430
| +3% | +$3.76M | 0.7% | 18 |
|
|
2022
Q1 | $155M | Buy |
1,136,308
+99,944
| +10% | +$13.6M | 0.75% | 17 |
|
|
2021
Q4 | $164M | Buy |
1,036,364
+69,308
| +7% | +$11M | 0.77% | 16 |
|
|
2021
Q3 | $158M | Buy |
967,056
+104,236
| +12% | +$17.1M | 0.83% | 16 |
|
|
2021
Q2 | $134M | Buy |
862,820
+153,294
| +22% | +$23.8M | 0.76% | 20 |
|
|
2021
Q1 | $108M | Buy |
709,526
+51,599
| +8% | +$7.85M | 0.73% | 24 |
|
|
2020
Q4 | $83.6M | Buy |
657,927
+47,391
| +8% | +$6.02M | 0.63% | 28 |
|
|
2020
Q3 | $58.8M | Sell |
610,536
-82,333
| -12% | -$7.93M | 0.55% | 30 |
|
|
2020
Q2 | $65.2M | Buy |
692,869
+53,097
| +8% | +$4.99M | 0.68% | 28 |
|
|
2020
Q1 | $57.6M | Buy |
639,772
+273,752
| +75% | +$24.6M | 0.76% | 23 |
|
|
2019
Q4 | $51M | Sell |
366,020
-23,639
| -6% | -$3.3M | 0.64% | 36 |
|
|
2019
Q3 | $45.9M | Sell |
389,659
-1,492,155
| -79% | -$176M | 0.62% | 39 |
|
|
2019
Q2 | $210M | Buy |
1,881,814
+365,518
| +24% | +$40.9M | 2.93% | 6 |
|
|
2019
Q1 | $153M | Sell |
1,516,296
-185,164
| -11% | -$18.7M | 2.19% | 10 |
|
|
2018
Q4 | $166M | Buy |
1,701,460
+28,122
| +2% | +$2.75M | 2.91% | 7 |
|
|
2018
Q3 | $189M | Buy |
1,673,338
+77,782
| +5% | +$8.78M | 2.87% | 6 |
|
|
2018
Q2 | $166M | Sell |
1,595,556
-51,824
| -3% | -$5.4M | 2.71% | 7 |
|
|
2018
Q1 | $181M | Buy |
+1,647,380
| New | +$181M | 2.99% | 5 |
|