Rockefeller Capital Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.5K	Sell	370 -4,792	-93%	-$193K	﹤0.01%	3845
2025 Q4	$208K	Hold	5,162	–	–	﹤0.01%	2349
2025 Q3	$208K	Buy	+5,162	New	+$204K	﹤0.01%	2214

Other funds holding JPMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Rockefeller Capital Management's JPMB Position: Q1 2026 in Review

Rockefeller Capital Management reduced its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 93% in Q1 2026, selling an estimated $193K and leaving 370 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Rockefeller Capital Management first reported a position in JPMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 39 funds tracked by Wall St. Rank hold JPMB as of Q1 2026.

Rockefeller Capital Management held 370 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $14.5K as of Q1 2026.
Rockefeller Capital Management sold 4,792 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q1 2026, an estimated $193K.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3845 holding.
Rockefeller Capital Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2025 and has held it in 3 quarters since.
Rockefeller Capital Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $208K in Q4 2025.
39 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.