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MassMutual Private Wealth & Trust’s JPMorgan High Yield Municipal ETF JMHI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JMHI Stock Details JMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-931
Closed -$46.4K – 2185
2024
Q1 		$46.4K Buy
+931
New +$46.1K ﹤0.01% 631

Other funds holding JMHI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's JMHI Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan High Yield Municipal ETF (JMHI) in Q2 2024, closing a stake of 931 shares — an estimated $46.4K sold.

MassMutual Private Wealth & Trust first reported a position in JMHI in Q1 2024 and held it in 1 quarter. The position peaked at $46.4K in Q1 2024. 45 funds tracked by Wall St. Rank hold JMHI as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining JPMorgan High Yield Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 931 JPMorgan High Yield Municipal ETF shares in Q2 2024, an estimated $46.4K.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan High Yield Municipal ETF in Q1 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's JPMorgan High Yield Municipal ETF position peaked at $46.4K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held JPMorgan High Yield Municipal ETF as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.