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MassMutual Private Wealth & Trust’s JPMorgan Income ETF JPIE Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$691K Sell
15,001
-416
-3% -$19.1K 0.02% 280
2026
Q1 		$710K Sell
15,417
-5,021
-25% -$232K 0.02% 279
2025
Q4 		$946K Sell
20,438
-6,711
-25% -$311K 0.02% 246
2025
Q3 		$1.26M Buy
27,149
+77
+0.3% +$3.56K 0.03% 226
2025
Q2 		$1.25M Sell
27,072
-7,689
-22% -$352K 0.03% 226
2025
Q1 		$1.6M Buy
34,761
+4,831
+16% +$222K 0.05% 217
2024
Q4 		$1.37M Sell
29,930
-6,823
-19% -$313K 0.04% 224
2024
Q3 		$1.7M Sell
36,753
-1,027
-3% -$47.1K 0.05% 211
2024
Q2 		$1.72M Buy
37,780
+6,162
+19% +$279K 0.05% 206
2024
Q1 		$1.44M Buy
31,618
+1,762
+6% +$80.1K 0.04% 214
2023
Q4 		$1.36M Sell
29,856
-1,581
-5% -$70.5K 0.05% 212
2023
Q3 		$1.4M Buy
31,437
+7,881
+33% +$353K 0.05% 207
2023
Q2 		$1.06M Buy
23,556
+12,396
+111% +$564K 0.04% 218
2023
Q1 		$511K Sell
11,160
-8,651
-44% -$394K 0.02% 269
2022
Q4 		$894K Sell
19,811
-1,174
-6% -$52.6K 0.04% 226
2022
Q3 		$930K Sell
20,985
-1,662
-7% -$76.6K 0.04% 223
2022
Q2 		$1.04M Buy
22,647
+7,431
+49% +$350K 0.05% 220
2022
Q1 		$730K Buy
+15,216
New +$747K 0.03% 256

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its JPMorgan Income ETF (JPIE) stake by 2.7% in Q2 2026, selling an estimated $19.1K and leaving 15,001 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #280.

MassMutual Private Wealth & Trust first reported a position in JPIE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q2 2024. 234 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 15,001 shares of JPMorgan Income ETF worth $691K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 416 JPMorgan Income ETF shares in Q2 2026, an estimated $19.1K.
  • JPMorgan Income ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #280 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan Income ETF position peaked at $1.72M in Q2 2024.
  • 234 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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