HEMMING& WEALTH MANAGEMENT, INC. JQUA — J P MORGAN EXCHANGE TRADED F

Ownership history in HEMMING& WEALTH MANAGEMENT, INC.  ·  4 quarters on record

AI Ownership Summary

HEMMING& WEALTH MANAGEMENT, INC. reported J P MORGAN EXCHANGE TRADED F (JQUA) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 20.35% in 2025 Q4. The latest visible filing shows JQUA at 17.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JQUA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEMMING& WEALTH MANAGEMENT, INC.'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JQUA was reported at 17.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JQUA stock page HEMMING& WEALTH MANAGEMENT, INC. fund profile HEMMING& WEALTH MANAGEMENT, INC. full holdings
How HEMMING& WEALTH MANAGEMENT, INC. held JQUA — position size vs. price
% of Fund (quarterly)    JQUA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 395,439 -40,274 -9.2% 17.19% $29.2M 2026-10-20 $75.87
2026 Q2 REDUCED — — — 435,713 -7,123 -1.6% 19.17% $31.5M 2026-08-06 $73.70
2026 Q1 REDUCED 5.9% +17.2% ❌ 442,836 -27,784 -5.9% 18.96% $27.2M 2026-04-24 $65.87
2025 Q4 INITIATED — — — 470,620 — — 20.35% $29.7M 2026-03-03 $63.43

🏢 Other funds also holding JQUA

As of 2026 Q3 — sorted by position size

LVZ, Inc. 3Y 7Y 7.6% LAWOOD & CO 5.89% Madson Wealth Advisors Inc 5.03% Roof Eidam Maycock Peralta, LLC 3Y 7Y 4.79% RVW Wealth, LLC 3Y 7Y 4.78% KELLY FINANCIAL GROUP LLC 4.54% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 3.99% Breakwater Capital Group 3Y 3.96% Prism Advisors, Inc. 3Y 7Y 3.13% Weil Company, Inc. 3Y 7Y 2.72%

FAQ About HEMMING& WEALTH MANAGEMENT, INC. and JQUA

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEMMING& WEALTH MANAGEMENT, INC. reported owning JQUA?

HEMMING& WEALTH MANAGEMENT, INC. reported JQUA across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported JQUA position in HEMMING& WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for JQUA was 20.35% in 2025 Q4.

What is the latest reported JQUA position on this page?

The most recent filing on this page is 2026 Q3, when HEMMING& WEALTH MANAGEMENT, INC. reported 395,439 shares, equal to 17.19% of portfolio, with an estimated market value of $29.2M.

What does the chart on this JQUA ownership page compare?

The chart compares HEMMING& WEALTH MANAGEMENT, INC.'s quarterly JQUA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEMMING& WEALTH MANAGEMENT, INC. time their JQUA position?

Based on 13F filing dates vs. subsequent JQUA price moves, HEMMING& WEALTH MANAGEMENT, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JQUA relative to SPY over the holding period was +8.3%.

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