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Masso Torrence Wealth Management’s JPMorgan Chase JPM Stock Holding History

Masso Torrence Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.16M Buy
10,007
+251
+3% +$74.7K 1.31% 21
2025
Q2 		$2.83M Buy
9,756
+417
+4% +$106K 1.31% 20
2025
Q1 		$2.29M Buy
9,339
+37
+0.4% +$9.43K 1.22% 22
2024
Q4 		$2.23M Buy
9,302
+83
+0.9% +$19.3K 1.17% 22
2024
Q3 		$1.94M Sell
9,219
-80
-0.9% -$16.9K 1.05% 22
2024
Q2 		$1.88M Buy
9,299
+265
+3% +$51.8K 1.04% 23
2024
Q1 		$1.81M Sell
9,034
-187
-2% -$33.7K 1.07% 24
2023
Q4 		$1.57M Buy
9,221
+180
+2% +$27.3K 1.07% 26
2023
Q3 		$1.31M Buy
9,041
+263
+3% +$39.4K 1.01% 32
2023
Q2 		$1.28M Sell
8,778
-58
-0.7% -$7.98K 0.92% 33
2023
Q1 		$1.15M Sell
8,836
-906
-9% -$124K 0.91% 32
2022
Q4 		$1.31M Sell
9,742
-2,583
-21% -$327K 1.04% 31
2022
Q3 		$1.29M Buy
12,325
+2,561
+26% +$294K 1.14% 31
2022
Q2 		$1.1M Buy
9,764
+1,672
+21% +$207K 0.97% 33
2022
Q1 		$1.1M Buy
8,092
+280
+4% +$41.3K 0.88% 29
2021
Q4 		$1.24M Buy
+7,812
New +$1.28M 0.87% 33

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Masso Torrence Wealth Management increased its JPMorgan Chase (JPM) stake by 2.6% in Q3 2025, buying an estimated $74.7K and bringing the position to 10,007 shares worth $3.16M. The position accounts for 1.31% of the portfolio, ranked #21.

Masso Torrence Wealth Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Masso Torrence Wealth Management held 10,007 shares of JPMorgan Chase worth $3.16M as of Q3 2025.
  • Masso Torrence Wealth Management bought 251 JPMorgan Chase shares in Q3 2025, an estimated $74.7K.
  • JPMorgan Chase made up 1.31% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #21 holding.
  • Masso Torrence Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

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