Skip to content
Disclosery

Rockefeller Capital Management L.P.: JPM position timeline

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

Rockefeller Capital Management L.P. held 2,459,728 JPM 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 2,459,728 shares
    Change vs previous 13F +50,174 shares

    1.23% of the 13F portfolio, value $805,143,187.

    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 2,409,554 shares
    Change vs previous 13F +83,763 shares

    1.26% of the 13F portfolio, value $708,795,436.

    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 2,325,791 shares
    Change vs previous 13F +167,409 shares

    1.35% of the 13F portfolio, value $749,416,874.

    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 2,158,382 shares
    Change vs previous 13F +396 shares

    1.33% of the 13F portfolio, value $680,818,644.

    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 2,157,986 shares
    Change vs previous 13F +220,322 shares

    1.37% of the 13F portfolio, value $626,203,574.

    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 1,937,664 shares
    Change vs previous 13F +49,288 shares

    1.17% of the 13F portfolio, value $475,309,321.

    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 1,888,376 shares
    Change vs previous 13F +170,145 shares

    1.17% of the 13F portfolio, value $452,464,721.

    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 1,718,231 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $362,253,185.

    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).