MassMutual Private Wealth & Trust’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,718	Closed	-$98K	–	1580
2021 Q4	$98K	Sell	1,718 -121	-7%	-$6.93K	﹤0.01%	407
2021 Q3	$106K	Hold	1,839	–	–	﹤0.01%	395
2021 Q2	$109K	Sell	1,839 -29,404	-94%	-$1.73M	﹤0.01%	389
2021 Q1	$1.77M	Sell	31,243 -2,423	-7%	-$137K	0.08%	176
2020 Q4	$1.85M	Sell	33,666 -42,462	-56%	-$2.16M	0.09%	163
2020 Q3	$3.56M	Sell	76,128 -11,052	-13%	-$536K	0.21%	121
2020 Q2	$4.01M	Buy	87,180 +9,245	+12%	+$405K	0.26%	106
2020 Q1	$3.09M	Buy	77,935 +15,298	+24%	+$778K	0.25%	108
2019 Q4	$3.57M	Buy	62,637 +13,171	+27%	+$718K	0.22%	123
2019 Q3	$2.59M	Buy	49,466 +2,449	+5%	+$132K	0.17%	141
2019 Q2	$2.62M	Buy	47,017 +22,727	+94%	+$1.24M	0.18%	130
2019 Q1	$1.32M	Buy	+24,290	New	+$1.31M	0.1%	173

Other funds holding JPEM

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's JPEM Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q1 2022, closing a stake of 1,718 shares — an estimated $98K sold.

MassMutual Private Wealth & Trust first reported a position in JPEM in Q1 2019 and held it in 12 quarters. The position peaked at $4.01M in Q2 2020. 59 funds tracked by Wall St. Rank hold JPEM as of Q1 2022.

MassMutual Private Wealth & Trust reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,718 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2022, an estimated $98K.
MassMutual Private Wealth & Trust first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2019 and held it in 12 quarters.
MassMutual Private Wealth & Trust's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $4.01M in Q2 2020.
59 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.