JP Morgan Chase
REZ icon

JP Morgan Chase’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

JP Morgan Chase’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26M Sell
44,699
-10,620
-19% -$955K ﹤0.01% 3592
2026
Q1 		$4.56M Buy
55,319
+30,697
+125% +$2.64M ﹤0.01% 3404
2025
Q4 		$2.03M Buy
24,622
+7,912
+47% +$663K ﹤0.01% 4058
2025
Q3 		$1.42M Buy
16,710
+14,217
+570% +$1.18M ﹤0.01% 4333
2025
Q2 		$205K Sell
2,493
-1,194
-32% -$98.4K ﹤0.01% 5212
2025
Q1 		$319K Buy
3,687
+2,952
+402% +$246K ﹤0.01% 5038
2024
Q4 		$59.6K Buy
735
+5
+0.7% +$428 ﹤0.01% 5950
2024
Q3 		$64.9K Buy
730
+224
+44% +$18.7K ﹤0.01% 5894
2024
Q2 		$38.9K Sell
506
-1,622
-76% -$118K ﹤0.01% 5956
2024
Q1 		$153K Sell
2,128
-185
-8% -$13K ﹤0.01% 5482
2023
Q4 		$170K Sell
2,313
-1,394
-38% -$93.7K ﹤0.01% 5480
2023
Q3 		$244K Sell
3,707
-125
-3% -$8.93K ﹤0.01% 4937
2023
Q2 		$281K Buy
3,832
+77
+2% +$5.5K ﹤0.01% 4867
2023
Q1 		$265K Buy
3,755
+1
+0% +$72 ﹤0.01% 4887
2022
Q4 		$257K Sell
3,754
-999
-21% -$70K ﹤0.01% 4911
2022
Q3 		$341K Sell
4,753
-1,078,551
-100% -$88.2M ﹤0.01% 4679
2022
Q2 		$86.7M Buy
1,083,304
+1,078,486
+22,385% +$93.7M 0.01% 800
2022
Q1 		$462K Sell
4,818
-220
-4% -$20.4K ﹤0.01% 4756
2021
Q4 		$495K Buy
5,038
+664
+15% +$61.1K ﹤0.01% 4833
2021
Q3 		$374K Sell
4,374
-232
-5% -$20.6K ﹤0.01% 4892
2021
Q2 		$384K Sell
4,606
-938
-17% -$75.2K ﹤0.01% 4859
2021
Q1 		$410K Sell
5,544
-323
-6% -$22.8K ﹤0.01% 4803
2020
Q4 		$398K Buy
5,867
+49
+0.8% +$3.21K ﹤0.01% 4503
2020
Q3 		$353K Buy
5,818
+300
+5% +$18.4K ﹤0.01% 4130
2020
Q2 		$332K Sell
5,518
-822
-13% -$48.3K ﹤0.01% 4039
2020
Q1 		$350K Sell
6,340
-2,979
-32% -$214K ﹤0.01% 4013
2019
Q4 		$702K Buy
9,319
+6,719
+258% +$521K ﹤0.01% 4066
2019
Q3 		$207K Buy
2,600
+2,000
+333% +$154K ﹤0.01% 4614
2019
Q2 		$44K Buy
600
+300
+100% +$21.5K ﹤0.01% 5221
2019
Q1 		$21K Hold
300
– – ﹤0.01% 5399
2018
Q4 		$19K Hold
300
– – ﹤0.01% 5338
2018
Q3 		$19K Hold
300
– – ﹤0.01% 5426
2018
Q2 		$19K Hold
300
– – ﹤0.01% 5315
2018
Q1 		$17K Hold
300
– – ﹤0.01% 5106
2017
Q4 		$19K Hold
300
– – ﹤0.01% 5175
2017
Q3 		$19K Hold
300
– – ﹤0.01% 4638
2017
Q2 		$20K Hold
300
– – ﹤0.01% 4540
2017
Q1 		$19K Hold
300
– – ﹤0.01% 4717
2016
Q4 		$19K Hold
300
– – ﹤0.01% 4713
2016
Q3 		$20K Hold
300
– – ﹤0.01% 4192
2016
Q2 		$20K Hold
300
– – ﹤0.01% 4225
2016
Q1 		$20K Buy
+300
New +$18.5K ﹤0.01% 4090

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

JP Morgan Chase's REZ Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 19% in Q2 2026, selling an estimated $955K and leaving 44,699 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

JP Morgan Chase first reported a position in REZ in Q1 2016 and has held it in 42 quarters since. The position peaked at $86.7M in Q2 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • JP Morgan Chase held 44,699 shares of iShares Residential and Multisector Real Estate ETF worth $4.26M as of Q2 2026.
  • JP Morgan Chase sold 10,620 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $955K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3592 holding.
  • JP Morgan Chase first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2016 and has held it in 42 quarters since.
  • JP Morgan Chase's iShares Residential and Multisector Real Estate ETF position peaked at $86.7M in Q2 2022.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.