MPWT
JPM.PRF.CL

MassMutual Private Wealth & Trust’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$2.71M Buy
101,225
+24,200
+31% +$640K 0.34% 87
2016
Q1 		$2.02M Buy
77,025
+20,725
+37% +$535K 0.27% 101
2015
Q4 		$1.47M Buy
+56,300
New +$1.44M 0.21% 125

Other funds holding JPM.PRF.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

MassMutual Private Wealth & Trust's JPM.PRF.CL Position: Q2 2016 in Review

MassMutual Private Wealth & Trust increased its JPMorgan Chase & Co. Called (JPM.PRF.CL) stake by 31% in Q2 2016, buying an estimated $640K and bringing the position to 101,225 shares worth $2.71M. The position accounts for 0.34% of the portfolio, ranked #87.

MassMutual Private Wealth & Trust first reported a position in JPM.PRF.CL in Q4 2015 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q2 2016.

  • MassMutual Private Wealth & Trust held 101,225 shares of JPMorgan Chase & Co. Called worth $2.71M as of Q2 2016.
  • MassMutual Private Wealth & Trust bought 24,200 JPMorgan Chase & Co. Called shares in Q2 2016, an estimated $640K.
  • JPMorgan Chase & Co. Called made up 0.34% of MassMutual Private Wealth & Trust's portfolio in Q2 2016, its #87 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Chase & Co. Called in Q4 2015 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q2 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.