Rezny Wealth Management
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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
Q3 		– Sell
-10,895
Closed -$3.57M – 39
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rezny Wealth Management's JPM Position: Q3 2026 in Review

Rezny Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2026, closing a stake of 10,895 shares — an estimated $3.57M sold.

Rezny Wealth Management first reported a position in JPM in Q3 2015 and held it in 14 quarters. The position peaked at $3.57M in Q2 2026. 4,270 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rezny Wealth Management reported no remaining JPMorgan Chase position as of Q3 2026 after selling out during the quarter.
  • Rezny Wealth Management sold 10,895 JPMorgan Chase shares in Q3 2026, an estimated $3.57M.
  • Rezny Wealth Management first reported a position in JPMorgan Chase in Q3 2015 and held it in 14 quarters.
  • Rezny Wealth Management's JPMorgan Chase position peaked at $3.57M in Q2 2026.
  • 4,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rezny Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.