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Masso Torrence Wealth Management Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Masso Torrence Wealth Management Inc. on JEPI, newest first. How the timeline and the estimate are built.

Masso Torrence Wealth Management Inc. held 154,386 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 154,386 shares
    Change vs previous 13F +2,702 shares

    3.67% of the 13F portfolio, value $8,815,434.

    13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 151,684 shares
    Change vs previous 13F +8,396 shares

    3.98% of the 13F portfolio, value $8,623,249.

    13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 143,288 shares
    Change vs previous 13F +11,983 shares

    4.37% of the 13F portfolio, value $8,187,475.

    13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 131,305 shares
    Change vs previous 13F +6,368 shares

    3.97% of the 13F portfolio, value $7,553,959.

    13F-HR 0002049064-25-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 124,937 shares
    Change vs previous 13F +1,234 shares

    4.01% of the 13F portfolio, value $7,434,991.

    13F-HR 0002035324-24-000007 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 123,703 shares
    Change vs previous 13F +5,018 shares

    3.89% of the 13F portfolio, value $7,011,465.

    13F-HR 0001887441-24-000007 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 118,685 shares
    Change vs previous 13F +9,856 shares

    4.07% of the 13F portfolio, value $6,867,112.

    13F-HR 0001903153-24-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 108,829 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $5,983,440.

    13F-HR 0001903153-24-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).