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Rockefeller Capital Management L.P.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on JEPQ, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 798,914 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 798,914 shares
    Change vs previous 13F +33,116 shares

    0.08% of the 13F portfolio, value $49,101,340.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 765,798 shares
    Change vs previous 13F +108,650 shares

    0.08% of the 13F portfolio, value $42,517,159.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 657,148 shares
    Change vs previous 13F +69,986 shares

    0.07% of the 13F portfolio, value $38,209,668.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 587,162 shares
    Change vs previous 13F -18,495 shares

    0.07% of the 13F portfolio, value $33,773,617.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 605,657 shares
    Change vs previous 13F +24,186 shares

    0.07% of the 13F portfolio, value $33,513,841.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 581,471 shares
    Change vs previous 13F +139,620 shares

    0.07% of the 13F portfolio, value $30,108,635.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 441,851 shares
    Change vs previous 13F +53,367 shares

    0.06% of the 13F portfolio, value $24,911,606.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 388,484 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,339,428.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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