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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-99	Closed	-$4K	–	1442
2021 Q3	$4K	Hold	99	–	–	﹤0.01%	932
2021 Q2	$4K	Hold	99	–	–	﹤0.01%	889
2021 Q1	$4K	Sell	99 -80,780	-100%	-$3.31M	﹤0.01%	769
2020 Q4	$2.91M	Buy	80,879 +3,876	+5%	+$127K	0.15%	138
2020 Q3	$2.19M	Sell	77,003 -2,123	-3%	-$60.9K	0.13%	147
2020 Q2	$2.15M	Buy	79,126 +13,084	+20%	+$326K	0.14%	153
2020 Q1	$1.42M	Buy	66,042 +3,790	+6%	+$109K	0.11%	161
2019 Q4	$2.03M	Buy	62,252 +23,159	+59%	+$724K	0.13%	164
2019 Q3	$1.19M	Buy	39,093 +4,285	+12%	+$130K	0.08%	188
2019 Q2	$1.07M	Buy	34,808 +711	+2%	+$21.7K	0.07%	194
2019 Q1	$1.03M	Buy	+34,097	New	+$1.01M	0.07%	199

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2021, closing a stake of 99 shares — an estimated $4K sold.

MassMutual Private Wealth & Trust first reported a position in JPSE in Q1 2019 and held it in 11 quarters. The position peaked at $2.91M in Q4 2020. 40 funds tracked by Wall St. Rank hold JPSE as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 99 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2021, an estimated $4K.
MassMutual Private Wealth & Trust first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.91M in Q4 2020.
40 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2021.

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