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MassMutual Private Wealth & Trust’s JPMorgan Chase JPM Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.3M Buy
263,591
+5,711
+2% +$1.77M 2.23% 8
2026
Q1 		$75.9M Sell
257,880
-8,307
-3% -$2.52M 2.07% 8
2025
Q4 		$85.8M Sell
266,187
-12,031
-4% -$3.72M 2.21% 8
2025
Q3 		$87.8M Sell
278,218
-12,671
-4% -$3.77M 2.24% 7
2025
Q2 		$84.3M Sell
290,889
-7,640
-3% -$1.95M 2.25% 7
2025
Q1 		$73.2M Sell
298,529
-15,339
-5% -$3.91M 2.12% 7
2024
Q4 		$75.2M Buy
313,868
+941
+0.3% +$219K 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% +$96.4K 1.92% 8
2024
Q1 		$62.7M Sell
312,932
-5,566
-2% -$1M 1.95% 8
2023
Q4 		$54.2M Sell
318,498
-4,409
-1% -$668K 1.82% 11
2023
Q3 		$46.8M Buy
322,907
+517
+0.2% +$77.5K 1.73% 12
2023
Q2 		$46.9M Sell
322,390
-2,379
-0.7% -$327K 1.69% 11
2023
Q1 		$42.3M Buy
324,769
+3,490
+1% +$478K 1.62% 11
2022
Q4 		$43.1M Sell
321,279
-4,661
-1% -$591K 1.77% 8
2022
Q3 		$34.1M Buy
325,940
+9,135
+3% +$1.05M 1.55% 12
2022
Q2 		$35.7M Buy
316,805
+14,751
+5% +$1.83M 1.55% 13
2022
Q1 		$41.2M Buy
302,054
+17,058
+6% +$2.52M 1.56% 11
2021
Q4 		$45.1M Buy
284,996
+8,096
+3% +$1.33M 1.68% 9
2021
Q3 		$45.3M Buy
276,900
+12,247
+5% +$1.92M 1.87% 8
2021
Q2 		$41.2M Buy
264,653
+11,460
+5% +$1.8M 1.75% 9
2021
Q1 		$38.5M Buy
253,193
+3,011
+1% +$433K 1.81% 8
2020
Q4 		$31.8M Buy
250,182
+1,702
+0.7% +$190K 1.63% 9
2020
Q3 		$23.9M Sell
248,480
-25,300
-9% -$2.48M 1.4% 13
2020
Q2 		$25.8M Buy
273,780
+37,550
+16% +$3.56M 1.66% 8
2020
Q1 		$21.3M Buy
236,230
+5,609
+2% +$681K 1.7% 8
2019
Q4 		$32.1M Buy
230,621
+602
+0.3% +$77.2K 1.99% 7
2019
Q3 		$27.1M Buy
230,019
+3,081
+1% +$348K 1.81% 7
2019
Q2 		$25.4M Buy
226,938
+6,659
+3% +$734K 1.75% 8
2019
Q1 		$22.3M Buy
220,279
+6,567
+3% +$677K 1.61% 10
2018
Q4 		$20.9M Buy
213,712
+2,061
+1% +$220K 1.79% 8
2018
Q3 		$23.9M Buy
211,651
+2,264
+1% +$257K 1.77% 9
2018
Q2 		$21.8M Sell
209,387
-3,181
-1% -$349K 1.74% 9
2018
Q1 		$23.4M Buy
212,568
+11,056
+5% +$1.25M 1.93% 8
2017
Q4 		$21.5M Buy
201,512
+381
+0.2% +$38.6K 1.79% 10
2017
Q3 		$19.2M Buy
201,131
+28,046
+16% +$2.59M 1.59% 9
2017
Q2 		$15.8M Buy
173,085
+4,390
+3% +$379K 1.41% 11
2017
Q1 		$14.8M Buy
168,695
+19,826
+13% +$1.75M 1.39% 10
2016
Q4 		$12.8M Buy
+148,869
New +$11.4M 1.57% 9
2016
Q2 		$7.27M Buy
116,975
+2,106
+2% +$132K 0.92% 20
2016
Q1 		$6.8M Buy
114,869
+6,353
+6% +$371K 0.92% 24
2015
Q4 		$7.17M Sell
108,516
-3,525
-3% -$230K 1.02% 17
2015
Q3 		$6.75M Buy
112,041
+2,612
+2% +$171K 1.42% 9
2015
Q2 		$6.31M Buy
109,429
+9,976
+10% +$651K 1.41% 11
2015
Q1 		$6.02M Buy
99,453
+56,548
+132% +$3.35M 0.99% 20
2014
Q4 		$2.68M Sell
42,905
-69,136
-62% -$4.16M 0.87% 24
2014
Q3 		$6.75M Buy
112,041
+67,718
+153% +$3.96M 1.34% 11
2014
Q2 		$2.55M Buy
44,323
+10,364
+31% +$583K 1.01% 18
2014
Q1 		$2.06M Buy
33,959
+5,931
+21% +$343K 1.21% 14
2013
Q4 		$1.64M Buy
+28,028
New +$1.54M 1.51% 9

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $1.77M and bringing the position to 263,591 shares worth $86.3M. The position accounts for 2.23% of the portfolio, ranked #8.

MassMutual Private Wealth & Trust first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $87.8M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 263,591 shares of JPMorgan Chase worth $86.3M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 5,711 JPMorgan Chase shares in Q2 2026, an estimated $1.77M.
  • JPMorgan Chase made up 2.23% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #8 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan Chase position peaked at $87.8M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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