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Masso Torrence Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Masso Torrence Wealth Management’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$909K Buy
17,819
+625
+4% +$31.9K 0.38% 45
2025
Q2 		$876K Buy
17,194
+1,100
+7% +$55.8K 0.4% 43
2025
Q1 		$818K Buy
16,094
+248
+2% +$12.6K 0.44% 43
2024
Q4 		$804K Buy
15,846
+1,200
+8% +$61K 0.42% 44
2024
Q3 		$746K Buy
14,646
+2,965
+25% +$151K 0.4% 47
2024
Q2 		$593K Sell
11,681
-2,424
-17% -$123K 0.33% 50
2024
Q1 		$716K Sell
14,105
-7,725
-35% -$392K 0.42% 48
2023
Q4 		$1.11M Sell
21,830
-5,818
-21% -$294K 0.76% 30
2023
Q3 		$1.39M Sell
27,648
-6,945
-20% -$351K 1.07% 28
2023
Q2 		$1.75M Buy
34,593
+912
+3% +$46.2K 1.26% 25
2023
Q1 		$1.71M Sell
33,681
-4,607
-12% -$233K 1.35% 25
2022
Q4 		$1.93M Buy
38,288
+193
+0.5% +$9.73K 1.54% 23
2022
Q3 		$1.92M Sell
38,095
-15,351
-29% -$776K 1.69% 22
2022
Q2 		$2.71M Buy
53,446
+3,515
+7% +$178K 2.38% 15
2022
Q1 		$2.53M Sell
49,931
-1,735
-3% -$88.1K 2.02% 21
2021
Q4 		$2.64M Buy
+51,666
New +$2.64M 1.84% 15

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Masso Torrence Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.6% in Q3 2025, buying an estimated $31.9K and bringing the position to 17,819 shares worth $909K. The position accounts for 0.38% of the portfolio, ranked #45.

Masso Torrence Wealth Management first reported a position in JMST in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.71M in Q2 2022. 498 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Masso Torrence Wealth Management held 17,819 shares of JPMorgan Ultra-Short Municipal Income ETF worth $909K as of Q3 2025.
  • Masso Torrence Wealth Management bought 625 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $31.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.38% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #45 holding.
  • Masso Torrence Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.71M in Q2 2022.
  • 498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

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