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Rezny Wealth Management, Inc. → JPM-PM
Rezny Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$19.9M
Q3 2026
Peak value
$21.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $20.9M |
| Q1 2026 | $2.9M |
| Q1 2026 | $20M |
| Q2 2026 | $3.6M |
| Q2 2026 | $20M |
| Q3 2026 | $19.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.9M | 353.7K | — | — |
| Q2 2026 | $20M | 354.3K | — | — |
| Q2 2026 | $3.6M | 10.9K | — | — |
| Q1 2026 | $20M | 364.5K | — | — |
| Q1 2026 | $2.9M | 9.9K | — | — |
| Q4 2025 | $20.9M | 364.5K | — | — |
| Q4 2025 | $3.2M | 9.9K | — | — |
| Q3 2025 | $21.1M | 370.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B