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Rockefeller Capital Management L.P.: JMBS position timeline

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

Rockefeller Capital Management L.P. held 501,234 JMBS 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 501,234 shares
    Change vs previous 13F -17,987 shares

    0.03% of the 13F portfolio, value $22,574,917.

    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 519,221 shares
    Change vs previous 13F +15,826 shares

    0.04% of the 13F portfolio, value $23,483,108.

    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 503,395 shares
    Change vs previous 13F +77,059 shares

    0.04% of the 13F portfolio, value $23,000,163.

    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 426,336 shares
    Change vs previous 13F +46,087 shares

    0.04% of the 13F portfolio, value $19,470,812.

    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 380,249 shares
    Change vs previous 13F +41,931 shares

    0.04% of the 13F portfolio, value $17,130,275.

    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 338,318 shares
    Change vs previous 13F +108,559 shares

    0.04% of the 13F portfolio, value $15,291,999.

    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 229,759 shares
    Change vs previous 13F +27,305 shares

    0.03% of the 13F portfolio, value $10,150,793.

    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 202,454 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,444,493.

    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).