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
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 $197M AUM 26.63% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

JPL Wealth Management's AAEQ Position: Q1 2026 in Review

JPL Wealth Management reduced its Alpha Architect US Equity 2 ETF (AAEQ) stake by 0% in Q1 2026, selling an estimated $243 and leaving 229,355 shares worth $10.7M. The position accounts for 2.45% of the portfolio, ranked #8.

JPL Wealth Management first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.3M in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • JPL Wealth Management held 229,355 shares of Alpha Architect US Equity 2 ETF worth $10.7M as of Q1 2026.
  • JPL Wealth Management sold 5 Alpha Architect US Equity 2 ETF shares in Q1 2026, an estimated $243.
  • Alpha Architect US Equity 2 ETF made up 2.45% of JPL Wealth Management's portfolio in Q1 2026, its #8 holding.
  • JPL Wealth Management first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Alpha Architect US Equity 2 ETF position peaked at $11.3M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.