MPWT
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MassMutual Private Wealth & Trust’s JPMorgan Active Bond ETF JBND Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77M Buy
70,467
+21,640
+44% +$1.16M 0.1% 151
2026
Q1 		$2.63M Buy
48,827
+1,298
+3% +$70.3K 0.07% 177
2025
Q4 		$2.57M Buy
+47,529
New +$2.58M 0.07% 177

Other funds holding JBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

MassMutual Private Wealth & Trust's JBND Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its JPMorgan Active Bond ETF (JBND) stake by 44% in Q2 2026, buying an estimated $1.16M and bringing the position to 70,467 shares worth $3.77M. The position accounts for 0.1% of the portfolio, ranked #151.

MassMutual Private Wealth & Trust first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • MassMutual Private Wealth & Trust held 70,467 shares of JPMorgan Active Bond ETF worth $3.77M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 21,640 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.16M.
  • JPMorgan Active Bond ETF made up 0.1% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #151 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.