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JPM
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Position history for Rockefeller Capital Management L.P.'s holdings in JPMORGAN CHASE & CO

Rockefeller Capital Management L.P. holds 2.4M shares of JPM (JPMORGAN CHASE & CO), worth $708.8M as of 2026-Q1. The position was decreased (-43.0% shares). JPM represents 1.3% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$708.8M

Current Shares

2.4M

Total Value Change

+$341.1M

Total Shares Change

+591,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.4M
-43.0%
$708.8M1.3%$300.26
0
2025-Q4
Increased
4.2M
+96.0%
$749.2M1.3%$321.97
80
2025-Q3
Increased
2.2M
+0.0%
$680.8M1.3%$312.75
50
2025-Q2
Increased
2.2M
+11.4%
$626.2M1.4%$283.07
55
2025-Q1
Increased
1.9M
+2.6%
$475.3M1.2%$237.97
51
2024-Q4
Increased
1.9M
+9.9%
$452.5M1.2%$233.31
54
2024-Q3
Decreased
1.7M
-5.5%
$362.3M1.0%$203.96
0
2024-Q2
Decreased
1.8M
-0.8%
$367.7M1.0%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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