JWM
AAEQ

JPL Wealth Management’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

JPL Wealth Management’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Hold
229,355
– – 2.42% 10
2026
Q1 		$10.7M Sell
229,355
-5
-0% -$243 2.45% 8
2025
Q4 		$11.3M Buy
+229,360
New +$11.4M 2.76% 6

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

JPL Wealth Management's AAEQ Position: Q2 2026 in Review

JPL Wealth Management held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q2 2026 at 229,355 shares worth $12.2M. The position accounts for 2.42% of the portfolio, ranked #10.

JPL Wealth Management first reported a position in AAEQ in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • JPL Wealth Management held 229,355 shares of Alpha Architect US Equity 2 ETF worth $12.2M as of Q2 2026.
  • JPL Wealth Management left its Alpha Architect US Equity 2 ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity 2 ETF made up 2.42% of JPL Wealth Management's portfolio in Q2 2026, its #10 holding.
  • JPL Wealth Management first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.