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

Masso Torrence Wealth Management’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$473K	Hold	9,318	–	–	0.2%	71
2025 Q2	$472K	Hold	9,318	–	–	0.22%	69
2025 Q1	$472K	Hold	9,318	–	–	0.25%	67
2024 Q4	$469K	Sell	9,318 -750	-7%	-$37.9K	0.25%	60
2024 Q3	$511K	Sell	10,068 -100	-1%	-$5.05K	0.28%	56
2024 Q2	$513K	Sell	10,168 -218	-2%	-$11K	0.28%	55
2024 Q1	$524K	Buy	10,386 +3	+0%	+$151	0.31%	55
2023 Q4	$522K	Sell	10,383 -21,508	-67%	-$1.08M	0.36%	50
2023 Q3	$1.6M	Sell	31,891 -1,826	-5%	-$91.5K	1.23%	26
2023 Q2	$1.69M	Sell	33,717 -2,903	-8%	-$146K	1.22%	26
2023 Q1	$1.84M	Sell	36,620 -1,414	-4%	-$71.1K	1.46%	23
2022 Q4	$1.91M	Sell	38,034 -22,899	-38%	-$1.15M	1.52%	24
2022 Q3	$3.06M	Sell	60,933 -4,026	-6%	-$202K	2.7%	12
2022 Q2	$3.25M	Sell	64,959 -5,055	-7%	-$254K	2.86%	10
2022 Q1	$3.52M	Sell	70,014 -8,825	-11%	-$445K	2.82%	13
2021 Q4	$3.98M	Buy	+78,839	New	+$3.99M	2.78%	9

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Masso Torrence Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2025 at 9,318 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #71.

Masso Torrence Wealth Management first reported a position in JPST in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.98M in Q4 2021. 1,116 funds tracked by Wall St. Rank hold JPST as of Q3 2025.

Masso Torrence Wealth Management held 9,318 shares of JPMorgan Ultra-Short Income ETF worth $473K as of Q3 2025.
Masso Torrence Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2025.
JPMorgan Ultra-Short Income ETF made up 0.2% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #71 holding.
Masso Torrence Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 16 quarters since.
Masso Torrence Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.98M in Q4 2021.
1,116 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2025.

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