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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-430	Closed	-$41K	–	1443
2021 Q3	$41K	Hold	430	–	–	﹤0.01%	506
2021 Q2	$42K	Hold	430	–	–	﹤0.01%	495
2021 Q1	$39K	Sell	430 -2,374	-85%	-$208K	﹤0.01%	462
2020 Q4	$235K	Sell	2,804 -12,763	-82%	-$1.02M	0.01%	330
2020 Q3	$1.15M	Sell	15,567 -34,195	-69%	-$2.52M	0.07%	187
2020 Q2	$3.45M	Sell	49,762 -237,094	-83%	-$15.8M	0.22%	117
2020 Q1	$16.8M	Buy	286,856 +67,923	+31%	+$4.98M	1.34%	15
2019 Q4	$17.4M	Buy	218,933 +13,646	+7%	+$1.05M	1.08%	19
2019 Q3	$15.6M	Buy	205,287 +18,779	+10%	+$1.41M	1.04%	19
2019 Q2	$14M	Buy	186,508 +13,810	+8%	+$1.02M	0.97%	21
2019 Q1	$12.6M	Buy	+172,698	New	+$12.2M	0.91%	22

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

LexAurum Advisors Overland Park, Kansas $866M AUM

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

MassMutual Private Wealth & Trust sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2021, closing a stake of 430 shares — an estimated $41K sold.

MassMutual Private Wealth & Trust first reported a position in JPUS in Q1 2019 and held it in 11 quarters. The position peaked at $17.4M in Q4 2019. 74 funds tracked by Wall St. Rank hold JPUS as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 430 JPMorgan Diversified Return US Equity ETF shares in Q4 2021, an estimated $41K.
MassMutual Private Wealth & Trust first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's JPMorgan Diversified Return US Equity ETF position peaked at $17.4M in Q4 2019.
74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2021.

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