MassMutual Private Wealth & Trust’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-75	Closed	-$7K	–	1441
2021 Q3	$7K	Hold	75	–	–	﹤0.01%	795
2021 Q2	$7K	Hold	75	–	–	﹤0.01%	760
2021 Q1	$6K	Sell	75 -140	-65%	-$11.1K	﹤0.01%	685
2020 Q4	$16K	Hold	215	–	–	﹤0.01%	555
2020 Q3	$14K	Sell	215 -41,775	-99%	-$2.68M	﹤0.01%	540
2020 Q2	$2.54M	Sell	41,990 -4,012	-9%	-$230K	0.16%	146
2020 Q1	$2.29M	Buy	46,002 +9,035	+24%	+$580K	0.18%	135
2019 Q4	$2.61M	Buy	36,967 +2,424	+7%	+$165K	0.16%	149
2019 Q3	$2.31M	Buy	34,543 +3,482	+11%	+$231K	0.15%	152
2019 Q2	$2.06M	Buy	31,061 +684	+2%	+$44.9K	0.14%	152
2019 Q1	$1.98M	Buy	+30,377	New	+$1.91M	0.14%	148

Other funds holding JPME

CPO

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2021, closing a stake of 75 shares — an estimated $7K sold.

MassMutual Private Wealth & Trust first reported a position in JPME in Q1 2019 and held it in 11 quarters. The position peaked at $2.61M in Q4 2019. 33 funds tracked by Wall St. Rank hold JPME as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 75 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2021, an estimated $7K.
MassMutual Private Wealth & Trust first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.61M in Q4 2019.
33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2021.

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