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MassMutual Private Wealth & Trust’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.47M Sell
73,946
-1,738
-2% -$81.5K 0.09% 155
2026
Q1 		$3.56M Buy
75,684
+6,078
+9% +$288K 0.1% 151
2025
Q4 		$3.3M Sell
69,606
-1,834
-3% -$87.3K 0.08% 160
2025
Q3 		$3.4M Sell
71,440
-83
-0.1% -$3.91K 0.09% 162
2025
Q2 		$3.37M Buy
71,523
+1,508
+2% +$70K 0.09% 162
2025
Q1 		$3.29M Buy
70,015
+6,284
+10% +$292K 0.1% 161
2024
Q4 		$2.94M Buy
63,731
+356
+0.6% +$16.7K 0.08% 167
2024
Q3 		$3.06M Sell
63,375
-628
-1% -$29.8K 0.09% 175
2024
Q2 		$2.97M Sell
64,003
-2,782
-4% -$128K 0.09% 169
2024
Q1 		$3.12M Sell
66,785
-4,233
-6% -$197K 0.1% 166
2023
Q4 		$3.34M Sell
71,018
-1,123
-2% -$50.7K 0.11% 164
2023
Q3 		$3.22M Sell
72,141
-7,253
-9% -$332K 0.12% 159
2023
Q2 		$3.7M Sell
79,394
-37,218
-32% -$1.75M 0.13% 151
2023
Q1 		$5.53M Buy
116,612
+8,061
+7% +$378K 0.21% 113
2022
Q4 		$4.99M Sell
108,551
-12,872
-11% -$591K 0.21% 121
2022
Q3 		$5.57M Sell
121,423
-3,304
-3% -$158K 0.25% 112
2022
Q2 		$5.99M Sell
124,727
-13,745
-10% -$671K 0.26% 105
2022
Q1 		$7.07M Buy
138,472
+92,611
+202% +$4.85M 0.27% 103
2021
Q4 		$2.49M Buy
45,861
+203
+0.4% +$11K 0.09% 173
2021
Q3 		$2.49M Buy
45,658
+8,133
+22% +$447K 0.1% 163
2021
Q2 		$2.05M Sell
37,525
-1,095
-3% -$59.5K 0.09% 175
2021
Q1 		$2.08M Buy
38,620
+762
+2% +$41.7K 0.1% 167
2020
Q4 		$2.11M Buy
37,858
+786
+2% +$43.9K 0.11% 157
2020
Q3 		$2.07M Buy
+37,072
New +$2.07M 0.12% 148

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.3% in Q2 2026, selling an estimated $81.5K and leaving 73,946 shares worth $3.47M. The position accounts for 0.09% of the portfolio, ranked #155.

MassMutual Private Wealth & Trust first reported a position in JCPB in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.07M in Q1 2022. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 73,946 shares of JPMorgan Core Plus Bond ETF worth $3.47M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,738 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $81.5K.
  • JPMorgan Core Plus Bond ETF made up 0.09% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #155 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Core Plus Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan Core Plus Bond ETF position peaked at $7.07M in Q1 2022.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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