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Masso Torrence Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Masso Torrence Wealth Management’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$389K Buy
8,188
+2
+0% +$94 0.16% 77
2025
Q2 		$385K Buy
8,186
+2
+0% +$93 0.18% 75
2025
Q1 		$385K Buy
8,184
+1
+0% +$47 0.21% 71
2024
Q4 		$377K Buy
+8,183
New +$384K 0.2% 67

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Masso Torrence Wealth Management's JCPB Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.02% in Q3 2025, buying an estimated $94 and bringing the position to 8,188 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #77.

Masso Torrence Wealth Management first reported a position in JCPB in Q4 2024 and has held it in 4 quarters since. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • Masso Torrence Wealth Management held 8,188 shares of JPMorgan Core Plus Bond ETF worth $389K as of Q3 2025.
  • Masso Torrence Wealth Management bought 2 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $94.
  • JPMorgan Core Plus Bond ETF made up 0.16% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #77 holding.
  • Masso Torrence Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.