J P Morgan Exchange-traded F shares owned by Masso Torrence Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Masso Torrence Wealth Management
from 13F filings
Historical chart of Masso Torrence Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Masso Torrence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 154k | 57.10 |
| 2025-06-30 | $8.6M | 152k | 56.85 |
| 2025-03-31 | $8.2M | 143k | 57.14 |
| 2024-12-31 | $7.6M | 131k | 57.53 |
| 2024-06-30 | $7.0M | 124k | 56.68 |
| 2024-03-31 | $6.9M | 119k | 57.86 |
| 2023-12-31 | $6.0M | 109k | 54.98 |
| 2023-09-30 | $5.1M | 96k | 53.56 |
| 2023-06-30 | $5.7M | 102k | 55.33 |
| 2023-03-31 | $5.4M | 99k | 54.60 |
| 2022-12-31 | $5.0M | 92k | 54.49 |
| 2022-09-30 | $4.4M | 86k | 51.24 |
| 2022-06-30 | $3.8M | 69k | 55.46 |
| 2022-03-31 | $3.7M | 60k | 61.39 |
| 2021-12-31 | $2.9M | 46k | 63.18 |
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