MassMutual Private Wealth & Trust, FSB JBND β€” JPMorgan Active Bond ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  3 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported JPMorgan Active Bond ETF (JBND) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows JBND at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in JPMorgan Active Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JBND was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held JBND β€” position size vs. price
% of Fund (quarterly)    JBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 70,467 +21,640 +44.3% 0.10% $3.8M 2026-07-02 $53.28
2026 Q1 ADDED β€” β€” β€” 48,827 +1,298 +2.7% 0.07% $2.6M 2026-04-13 $53.25
2025 Q4 INITIATED β€” β€” β€” 47,529 β€” β€” 0.07% $2.6M 2026-01-07 $52.96

🏒 Other funds also holding JBND

As of 2026 Q2 β€” sorted by position size

Cedar Mountain Advisors, LLC 3Y 0.75% KERR FINANCIAL PLANNING Corp 0.24%

FAQ About MassMutual Private Wealth & Trust, FSB and JBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning JBND?

MassMutual Private Wealth & Trust, FSB reported JBND across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported JBND position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for JBND was 0.10% in 2026 Q2.

What is the latest reported JBND position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 70,467 shares, equal to 0.10% of portfolio, with an estimated market value of $3.8M.

What does the chart on this JBND ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly JBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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