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Masso Torrence Wealth Management Inc.: JPM position timeline

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

Masso Torrence Wealth Management Inc. held 10,007 JPM 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 10,007 shares
    Change vs previous 13F +251 shares

    1.31% of the 13F portfolio, value $3,156,590.

    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 9,756 shares
    Change vs previous 13F +417 shares

    1.31% of the 13F portfolio, value $2,828,447.

    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 9,339 shares
    Change vs previous 13F +37 shares

    1.22% of the 13F portfolio, value $2,290,960.

    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 9,302 shares
    Change vs previous 13F +83 shares

    1.17% of the 13F portfolio, value $2,229,674.

    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 9,219 shares
    Change vs previous 13F -80 shares

    1.05% of the 13F portfolio, value $1,943,898.

    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 9,299 shares
    Change vs previous 13F +265 shares

    1.04% of the 13F portfolio, value $1,880,858.

    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 9,034 shares
    Change vs previous 13F -187 shares

    1.07% of the 13F portfolio, value $1,809,517.

    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 9,221 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,568,462.

    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).