Rockefeller Capital Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-264	Closed	-$13.2K	–	4761
2025 Q3	$13.2K	Buy	+264	New	+$12.7K	﹤0.01%	3546
2019 Q4	–	Sell	-65	Closed	-$2K	–	2130
2019 Q3	$2K	Buy	+65	New	+$1.97K	﹤0.01%	1786

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rockefeller Capital Management's JPSE Position: Q4 2025 in Review

Rockefeller Capital Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2025, closing a stake of 264 shares — an estimated $13.2K sold.

Rockefeller Capital Management first reported a position in JPSE in Q3 2019 and held it in 2 quarters. The position peaked at $13.2K in Q3 2025. 110 funds tracked by Wall St. Rank hold JPSE as of Q4 2025.

Rockefeller Capital Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Rockefeller Capital Management sold 264 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2025, an estimated $13.2K.
Rockefeller Capital Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2019 and held it in 2 quarters.
Rockefeller Capital Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $13.2K in Q3 2025.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.