MassMutual Private Wealth & Trust’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-74	Closed	-$4K	–	1440
2021 Q3	$4K	Hold	74	–	–	﹤0.01%	931
2021 Q2	$4K	Hold	74	–	–	﹤0.01%	888
2021 Q1	$4K	Sell	74 -25	-25%	-$1.25K	﹤0.01%	768
2020 Q4	$5K	Hold	99	–	–	﹤0.01%	682
2020 Q3	$5K	Hold	99	–	–	﹤0.01%	643
2020 Q2	$5K	Sell	99 -847	-90%	-$38.8K	﹤0.01%	605
2020 Q1	$41K	Sell	946 -16,887	-95%	-$839K	﹤0.01%	383
2019 Q4	$915K	Buy	17,833 +10,866	+156%	+$552K	0.06%	212
2019 Q3	$353K	Buy	6,967 +480	+7%	+$24.2K	0.02%	305
2019 Q2	$322K	Sell	6,487 -8,554	-57%	-$414K	0.02%	306
2019 Q1	$724K	Buy	+15,041	New	+$711K	0.05%	223

Other funds holding JPMB

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2021, closing a stake of 74 shares — an estimated $4K sold.

MassMutual Private Wealth & Trust first reported a position in JPMB in Q1 2019 and held it in 11 quarters. The position peaked at $915K in Q4 2019. 18 funds tracked by Wall St. Rank hold JPMB as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 74 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2021, an estimated $4K.
MassMutual Private Wealth & Trust first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $915K in Q4 2019.
18 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2021.

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