MassMutual Private Wealth & Trust, FSB
Position in JPM — Jpmorgan Chase & Co
CIK 1103653
Windsor, CT
Position in JPM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$86,281,242
+$10,423,262 QoQ
Shares Held
263,591
+2.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#435
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $129,179,945 across 11 Banks - Diversified names. JPM ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
263,591 | $86,281,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
619,974 | $35,326,118 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,695 | $3,571,143 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,982 | $1,899,232 | |
| 5 | C |
Citigroup Inc
|
8,447 | $1,182,242 | |
| 6 | RY |
Royal Bank Of Canada
|
1,334 | $276,097 | |
| 7 | UBS |
UBS Group AG
|
4,490 | $222,524 | |
| 8 | TD |
Toronto Dominion Bank
|
1,577 | $191,495 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,281,242 | 263,591 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $75,857,980 | 257,880 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $85,770,775 | 266,187 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $87,758,303 | 278,218 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $84,331,629 | 290,889 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $73,229,163 | 298,529 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $75,237,298 | 313,868 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $65,983,787 | 312,927 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $63,393,340 | 313,425 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $62,680,279 | 312,932 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $54,176,509 | 318,498 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $46,827,973 | 322,907 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $46,888,401 | 322,390 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $42,320,648 | 324,769 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $43,083,513 | 321,279 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $34,060,730 | 325,940 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $35,675,411 | 316,805 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $41,176,001 | 302,054 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $45,129,116 | 284,996 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $45,325,761 | 276,900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,164,127 | 264,653 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,543,570 | 253,193 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,790,626 | 250,182 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,921,169 | 248,480 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,751,746 | 273,780 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,267,786 | 236,230 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||