Rockefeller Capital Management
JPME icon

Rockefeller Capital Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Rockefeller Capital Management’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-74
Closed -$6K – 2979
2022
Q4 		$6K Buy
74
+1
+1% +$84 ﹤0.01% 3277
2022
Q3 		$5K Sell
73
-192
-72% -$16.3K ﹤0.01% 3337
2022
Q2 		$21K Buy
265
+1
+0.4% +$88 ﹤0.01% 2722
2022
Q1 		$24K Buy
+264
New +$24.1K ﹤0.01% 2640

Other funds holding JPME

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Rockefeller Capital Management's JPME Position: Q1 2023 in Review

Rockefeller Capital Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2023, closing a stake of 74 shares — an estimated $6K sold.

Rockefeller Capital Management first reported a position in JPME in Q1 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2022. 60 funds tracked by Wall St. Rank hold JPME as of Q1 2023.

  • Rockefeller Capital Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 74 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2023, an estimated $6K.
  • Rockefeller Capital Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and held it in 4 quarters.
  • Rockefeller Capital Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $24K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.