Rezny Wealth Management, Inc. / JEPI
Rezny Wealth Management, Inc.’s J P Morgan Exchange Traded F Position
Does Rezny Wealth Management, Inc. own J P Morgan Exchange Traded F (JEPI)? Yes — 364.5K shares worth $20M (+4.30% of its 13F portfolio) as of Q1 2026.
Position Value
$20M
Q1 2026
Shares
364.5K
% of Portfolio
+4.30%
Quarters Held
13
currently held
Position History JEPI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 364.5K | $20M | +4.30% |
| Q4 2025 | 364.5K | $21M | +4.21% |
| Q3 2025 | 370.4K | $21M | +4.41% |
| Q2 2025 | 278.6K | $16M | +3.57% |
| Q1 2025 | 268.4K | $15M | +3.97% |
| Q4 2024 | 237.5K | $14M | +3.35% |
| Q3 2024 | 233.2K | $14M | +3.50% |
| Q2 2024 | 230.6K | $13M | +3.50% |
| Q1 2024 | 233.2K | $13M | +3.90% |
| Q4 2023 | 236.9K | $13M | +4.15% |
| Q3 2023 | 123.4K | $7M | +2.33% |
| Q2 2023 | 123.0K | $7M | +2.29% |
| Q1 2023 | 118.7K | $6M | +2.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rezny Wealth Management, Inc.’s full portfolio or all institutional holders of JEPI.