Rockefeller Capital Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$219K Buy
1,679
+7
+0.4% +$918 ﹤0.01% 2442
2025
Q4
$207K Buy
1,672
+12
+0.7% +$1.48K ﹤0.01% 2353
2025
Q3
$206K Buy
+1,660
New +$201K ﹤0.01% 2221

Other funds holding JPUS

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

Rockefeller Capital Management increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.42% in Q1 2026, buying an estimated $918 and bringing the position to 1,679 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Rockefeller Capital Management first reported a position in JPUS in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

  • Rockefeller Capital Management held 1,679 shares of JPMorgan Diversified Return US Equity ETF worth $219K as of Q1 2026.
  • Rockefeller Capital Management bought 7 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $918.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2442 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

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