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MassMutual Private Wealth & Trust’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JPIB Stock Details JPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-42,088
Closed -$2.09M – 782
2020
Q2 		$2.09M Buy
+42,088
New +$2.03M 0.13% 155

Other funds holding JPIB

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

MassMutual Private Wealth & Trust's JPIB Position: Q3 2020 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2020, closing a stake of 42,088 shares — an estimated $2.09M sold.

MassMutual Private Wealth & Trust first reported a position in JPIB in Q2 2020 and held it in 1 quarter. The position peaked at $2.09M in Q2 2020. 49 funds tracked by Wall St. Rank hold JPIB as of Q3 2020.

  • MassMutual Private Wealth & Trust reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 42,088 JPMorgan International Bond Opportunities ETF shares in Q3 2020, an estimated $2.09M.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's JPMorgan International Bond Opportunities ETF position peaked at $2.09M in Q2 2020.
  • 49 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2020, filed 13 Nov 2020.