MassMutual Private Wealth & Trust’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-294	Closed	-$18K	–	1439
2021 Q3	$18K	Hold	294	–	–	﹤0.01%	611
2021 Q2	$18K	Hold	294	–	–	﹤0.01%	591
2021 Q1	$18K	Sell	294 -349	-54%	-$21K	﹤0.01%	536
2020 Q4	$37K	Hold	643	–	–	﹤0.01%	468
2020 Q3	$33K	Sell	643 -15,982	-96%	-$829K	﹤0.01%	453
2020 Q2	$821K	Sell	16,625 -125,482	-88%	-$5.94M	0.05%	208
2020 Q1	$6.14M	Sell	142,107 -18,160	-11%	-$944K	0.49%	52
2019 Q4	$9.15M	Buy	160,267 +19,401	+14%	+$1.07M	0.57%	44
2019 Q3	$7.49M	Buy	140,866 +20,020	+17%	+$1.06M	0.5%	49
2019 Q2	$6.58M	Buy	120,846 +12,571	+12%	+$689K	0.46%	55
2019 Q1	$5.99M	Buy	+108,275	New	+$5.9M	0.43%	58

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPO

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's JPIN Position: Q4 2021 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2021, closing a stake of 294 shares — an estimated $18K sold.

MassMutual Private Wealth & Trust first reported a position in JPIN in Q1 2019 and held it in 11 quarters. The position peaked at $9.15M in Q4 2019. 111 funds tracked by Wall St. Rank hold JPIN as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 294 JPMorgan Diversified Return International Equity ETF shares in Q4 2021, an estimated $18K.
MassMutual Private Wealth & Trust first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's JPMorgan Diversified Return International Equity ETF position peaked at $9.15M in Q4 2019.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2021, filed 9 Feb 2022.