Rezny Wealth Management’s JPMorgan Chase JPM Stock Holding History

Rezny Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57M	Buy	10,895 +973	+10%	+$302K	0.62%	18
2026 Q1	$2.92M	Hold	9,922	–	–	0.63%	15
2025 Q4	$3.2M	Buy	+9,922	New	+$3.07M	0.64%	16
2025 Q1	–	Sell	-8,833	Closed	-$2.12M	–	40
2024 Q4	$2.12M	Buy	8,833 +303	+4%	+$70.6K	0.52%	14
2024 Q3	$1.8M	Buy	8,530 +6,154	+259%	+$1.3M	0.45%	16
2024 Q2	$481K	Buy	+2,376	New	+$465K	0.13%	28
2023 Q4	–	Sell	-1,410	Closed	-$204K	–	25
2023 Q3	$204K	Buy	1,410 +28	+2%	+$4.2K	0.07%	23
2023 Q2	$201K	Sell	1,382 -300	-18%	-$41.3K	0.07%	25
2023 Q1	$219K	Buy	1,682 +167	+11%	+$22.9K	0.08%	21
2022 Q4	$203K	Buy	+1,515	New	+$192K	0.08%	22
2022 Q1	–	Sell	-1,426	Closed	-$225K	–	21
2021 Q4	$225K	Hold	1,426	–	–	0.07%	20
2021 Q3	$233K	Sell	1,426 -5	-0.3%	-$784	0.08%	20
2021 Q2	$222K	Buy	+1,431	New	+$225K	0.08%	17
2015 Q4	–	Sell	-69	Closed	-$4K	–	69
2015 Q3	$4K	Buy	+69	New	+$4.52K	﹤0.01%	54

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rezny Wealth Management's JPM Position: Q2 2026 in Review

Rezny Wealth Management increased its JPMorgan Chase (JPM) stake by 9.8% in Q2 2026, buying an estimated $302K and bringing the position to 10,895 shares worth $3.57M. The position accounts for 0.62% of the portfolio, ranked #18.

Rezny Wealth Management first reported a position in JPM in Q3 2015 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Rezny Wealth Management held 10,895 shares of JPMorgan Chase worth $3.57M as of Q2 2026.
Rezny Wealth Management bought 973 JPMorgan Chase shares in Q2 2026, an estimated $302K.
JPMorgan Chase made up 0.62% of Rezny Wealth Management's portfolio in Q2 2026, its #18 holding.
Rezny Wealth Management first reported a position in JPMorgan Chase in Q3 2015 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rezny Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.