ROCKEFELLER FINANCIAL SERVICES INC: JPM position timeline

ROCKEFELLER FINANCIAL SERVICES INC held 1,787,897 JPM shares at 2017-12-31 per its 13F-HR filed 2018-02-02.

the latest 13F is the newest step

1. period ended2017-12-31

   13F 1,787,897 shares

   Change vs previous 13F -6,289 shares

   3.02% of the 13F portfolio, value $191,198,000.

   13F-HR 0000869878-18-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2018-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2017-09-30

   13F 1,794,186 shares

   Change vs previous 13F -9,026 shares

   3.26% of the 13F portfolio, value $171,363,000.

   13F-HR 0000869878-17-000031 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2017-06-30

   13F 1,803,212 shares

   Change vs previous 13F -82,276 shares

   3.27% of the 13F portfolio, value $164,814,000.

   13F-HR 0000869878-17-000017 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2017-03-31

   13F 1,885,488 shares

   Change vs previous 13F -373,353 shares

   3.31% of the 13F portfolio, value $165,621,000.

   13F-HR 0000869878-17-000008 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2016-12-31

   13F 2,258,841 shares

   Change vs previous 13F +4,687 shares

   3.96% of the 13F portfolio, value $194,916,000.

   13F-HR 0000315123-17-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2016-09-30

   13F 2,254,154 shares

   Change vs previous 13F -136,534 shares

   3.13% of the 13F portfolio, value $150,104,000.

   13F-HR 0000315123-16-000074 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2016-06-30

   13F 2,390,688 shares

   Change vs previous 13F -21,963 shares

   2.97% of the 13F portfolio, value $148,557,000.

   13F-HR 0000315123-16-000065 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2016-03-31

   13F 2,412,651 shares

   Change vs previous 13F not available

   2.77% of the 13F portfolio, value $142,877,000.

   13F-HR 0000315123-16-000056 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).