MPWT
MassMutual Private Wealth & Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.3M | Sell |
290,889
-7,640
| -3% | -$2.21M | 2.25% | 7 |
|
|
2025
Q1 | $73.2M | Sell |
298,529
-15,339
| -5% | -$3.76M | 2.12% | 7 |
|
|
2024
Q4 | $75.2M | Buy |
313,868
+941
| +0.3% | +$226K | 2.11% | 6 |
|
|
2024
Q3 | $66M | Sell |
312,927
-498
| -0.2% | -$105K | 1.88% | 8 |
|
|
2024
Q2 | $63.4M | Buy |
313,425
+493
| +0.2% | +$99.7K | 1.92% | 8 |
|
|
2024
Q1 | $62.7M | Sell |
312,932
-5,566
| -2% | -$1.11M | 1.95% | 8 |
|
|
2023
Q4 | $54.2M | Sell |
318,498
-4,409
| -1% | -$750K | 1.82% | 11 |
|
|
2023
Q3 | $46.8M | Buy |
322,907
+517
| +0.2% | +$75K | 1.73% | 12 |
|
|
2023
Q2 | $46.9M | Sell |
322,390
-2,379
| -0.7% | -$346K | 1.69% | 11 |
|
|
2023
Q1 | $42.3M | Buy |
324,769
+3,490
| +1% | +$455K | 1.62% | 11 |
|
|
2022
Q4 | $43.1M | Sell |
321,279
-4,661
| -1% | -$625K | 1.77% | 8 |
|
|
2022
Q3 | $34.1M | Buy |
325,940
+9,135
| +3% | +$955K | 1.55% | 12 |
|
|
2022
Q2 | $35.7M | Buy |
316,805
+14,751
| +5% | +$1.66M | 1.55% | 13 |
|
|
2022
Q1 | $41.2M | Buy |
302,054
+17,058
| +6% | +$2.33M | 1.56% | 11 |
|
|
2021
Q4 | $45.1M | Buy |
284,996
+8,096
| +3% | +$1.28M | 1.68% | 9 |
|
|
2021
Q3 | $45.3M | Buy |
276,900
+12,247
| +5% | +$2M | 1.87% | 8 |
|
|
2021
Q2 | $41.2M | Buy |
264,653
+11,460
| +5% | +$1.78M | 1.75% | 9 |
|
|
2021
Q1 | $38.5M | Buy |
253,193
+3,011
| +1% | +$458K | 1.81% | 8 |
|
|
2020
Q4 | $31.8M | Buy |
250,182
+1,702
| +0.7% | +$216K | 1.63% | 9 |
|
|
2020
Q3 | $23.9M | Sell |
248,480
-25,300
| -9% | -$2.44M | 1.4% | 13 |
|
|
2020
Q2 | $25.8M | Buy |
273,780
+37,550
| +16% | +$3.53M | 1.66% | 8 |
|
|
2020
Q1 | $21.3M | Buy |
236,230
+5,609
| +2% | +$505K | 1.7% | 8 |
|
|
2019
Q4 | $32.1M | Buy |
230,621
+602
| +0.3% | +$83.9K | 1.99% | 7 |
|
|
2019
Q3 | $27.1M | Buy |
230,019
+3,081
| +1% | +$363K | 1.81% | 7 |
|
|
2019
Q2 | $25.4M | Buy |
226,938
+6,659
| +3% | +$744K | 1.75% | 8 |
|
|
2019
Q1 | $22.3M | Buy |
220,279
+6,567
| +3% | +$665K | 1.61% | 10 |
|
|
2018
Q4 | $20.9M | Buy |
213,712
+2,061
| +1% | +$201K | 1.79% | 8 |
|
|
2018
Q3 | $23.9M | Buy |
211,651
+2,264
| +1% | +$255K | 1.77% | 9 |
|
|
2018
Q2 | $21.8M | Sell |
209,387
-3,181
| -1% | -$331K | 1.74% | 9 |
|
|
2018
Q1 | $23.4M | Buy |
212,568
+11,056
| +5% | +$1.22M | 1.93% | 8 |
|
|
2017
Q4 | $21.5M | Buy |
201,512
+381
| +0.2% | +$40.7K | 1.79% | 10 |
|
|
2017
Q3 | $19.2M | Buy |
201,131
+28,046
| +16% | +$2.68M | 1.59% | 9 |
|
|
2017
Q2 | $15.8M | Buy |
173,085
+4,390
| +3% | +$401K | 1.41% | 11 |
|
|
2017
Q1 | $14.8M | Buy |
168,695
+19,826
| +13% | +$1.74M | 1.39% | 10 |
|
|
2016
Q4 | $12.8M | Buy |
+148,869
| New | +$12.8M | 1.57% | 9 |
|
|
2016
Q2 | $7.27M | Buy |
116,975
+2,106
| +2% | +$131K | 0.92% | 20 |
|
|
2016
Q1 | $6.8M | Buy |
114,869
+6,353
| +6% | +$376K | 0.92% | 24 |
|
|
2015
Q4 | $7.17M | Sell |
108,516
-3,525
| -3% | -$233K | 1.02% | 17 |
|
|
2015
Q3 | $6.75M | Buy |
112,041
+2,612
| +2% | +$157K | 1.42% | 9 |
|
|
2015
Q2 | $6.31M | Buy |
109,429
+9,976
| +10% | +$575K | 1.41% | 11 |
|
|
2015
Q1 | $6.02M | Buy |
99,453
+56,548
| +132% | +$3.43M | 0.99% | 20 |
|
|
2014
Q4 | $2.68M | Sell |
42,905
-69,136
| -62% | -$4.33M | 0.87% | 24 |
|
|
2014
Q3 | $6.75M | Buy |
112,041
+67,718
| +153% | +$4.08M | 1.34% | 11 |
|
|
2014
Q2 | $2.55M | Buy |
44,323
+10,364
| +31% | +$597K | 1.01% | 18 |
|
|
2014
Q1 | $2.06M | Buy |
33,959
+5,931
| +21% | +$360K | 1.21% | 14 |
|
|
2013
Q4 | $1.64M | Buy |
+28,028
| New | +$1.64M | 1.51% | 9 |
|