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Masso Torrence Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Masso Torrence Wealth Management’s Portfolio JMUB Stock Details JMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$303K Hold
6,000
– – 0.13% 85
2025
Q2 		$298K Hold
6,000
– – 0.14% 83
2025
Q1 		$300K Hold
6,000
– – 0.16% 78
2024
Q4 		$301K Buy
+6,000
New +$304K 0.16% 72

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

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

Masso Torrence Wealth Management held its JPMorgan Municipal ETF (JMUB) position steady in Q3 2025 at 6,000 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #85.

Masso Torrence Wealth Management first reported a position in JMUB in Q4 2024 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

  • Masso Torrence Wealth Management held 6,000 shares of JPMorgan Municipal ETF worth $303K as of Q3 2025.
  • Masso Torrence Wealth Management left its JPMorgan Municipal ETF share count unchanged in Q3 2025.
  • JPMorgan Municipal ETF made up 0.13% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #85 holding.
  • Masso Torrence Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

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