SEC 13F Intelligence

Rockefeller Capital Management L.P. / JPM

Rockefeller Capital Management L.P.’s Jpmorgan Chase & Co Position

Does Rockefeller Capital Management L.P. own Jpmorgan Chase & Co (JPM)? Yes — 2.41M shares worth $709M (+1.26% of its 13F portfolio) as of Q1 2026, down from 4.23M shares the prior filed quarter.

Position Value
$709M
Q1 2026
Shares
2.41M
% of Portfolio
+1.26%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $166MQ4 ’18Q1 ’19: $153MQ2 ’19: $210MQ3 ’19: $46MQ4 ’19: $51MQ4 ’19Q1 ’20: $58MQ2 ’20: $65MQ3 ’20: $59MQ4 ’20: $84MQ4 ’20Q1 ’21: $108MQ2 ’21: $134MQ3 ’21: $158MQ4 ’21: $164MQ4 ’21Q1 ’22: $155MQ2 ’22: $132MQ3 ’22: $142MQ1 ’23: $209,587Q1 ’23Q2 ’23: $254MQ3 ’23: $266MQ4 ’23: $304MQ1 ’24: $367MQ1 ’24Q2 ’24: $368MQ3 ’24: $362MQ4 ’24: $452MQ1 ’25: $475MQ1 ’25Q2 ’25: $1.2BQ3 ’25: $681MQ4 ’25: $749MQ1 ’26: $709MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.41M$709M+1.26%
Q4 20254.23M$749M+1.35%
Q3 20252.16M$681M+1.33%
Q2 20254.09M$1.2B+1.39%
Q1 20251.94M$475M+1.17%
Q4 20241.89M$452M+1.17%
Q3 20241.72M$362M+0.98%
Q2 20241.82M$368M+1.05%
Q1 20241.83M$367M+1.07%
Q4 20231.79M$304M+1.02%
Q3 20231.84M$266M+1.03%
Q2 20231.75M$254M+0.98%
Q1 20231.61M$209,587+0.90%
Q3 20221.36M$142M+0.73%
Q2 20221.17M$132M+0.70%
Q1 20221.14M$155M+0.75%
Q4 20211.04M$164M+0.77%
Q3 2021967.1K$158M+0.83%
Q2 2021862.8K$134M+0.76%
Q1 2021709.5K$108M+0.73%
Q4 2020657.9K$84M+0.63%
Q3 2020610.5K$59M+0.55%
Q2 2020692.9K$65M+0.68%
Q1 2020639.8K$58M+0.76%
Q4 2019366.0K$51M+0.64%
Q3 2019389.7K$46M+0.62%
Q2 20191.88M$210M+2.93%
Q1 20191.52M$153M+2.19%
Q4 20181.70M$166M+2.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rockefeller Capital Management L.P.’s full portfolio or all institutional holders of JPM.