Intelligence Driven Advisers, LLC JQUA — J P MORGAN EXCHANGE-TRADED F

Ownership history in Intelligence Driven Advisers, LLC  ·  22 quarters on record

AI Ownership Summary

Intelligence Driven Advisers, LLC reported J P MORGAN EXCHANGE-TRADED F (JQUA) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.93% in 2023 Q4. The latest visible filing shows JQUA at 0.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JQUA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intelligence Driven Advisers, LLC'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 Q1

JQUA was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Intelligence Driven Advisers, LLC fund profile Intelligence Driven Advisers, LLC full holdings
How Intelligence Driven Advisers, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 51,550 -2,959 -5.4% 0.55% $3.2M 2026-05-15 $68.07
2025 Q4 REDUCED 10.0% -2.7% ✅ 54,509 -6,078 -10.0% 0.49% $3.4M 2026-01-23 $64.11
2025 Q3 REDUCED 8.4% +1.9% ❌ 60,587 -5,564 -8.4% 0.53% $3.8M 2025-11-10 $62.19
2025 Q2 REDUCED — — — 66,151 -3,024 -4.4% 0.60% $4.0M 2025-07-09 $60.15
2025 Q1 REDUCED — — — 69,175 -2,443 -3.4% 0.75% $3.9M 2025-04-25 $54.78
2024 Q4 REDUCED 33.0% -1.1% ✅ 71,618 -35,314 -33.0% 0.77% $4.1M 2025-01-30 $59.02
2024 Q3 REDUCED — — — 106,932 -4,676 -4.2% 0.86% $6.0M 2024-11-06 $56.85
2024 Q2 REDUCED — — — 111,608 -3,958 -3.4% 0.84% $5.9M 2024-08-05 $50.15
2024 Q1 REDUCED — — — 115,566 -2,013 -1.7% 0.90% $6.1M 2024-05-01 $48.64
2023 Q4 REDUCED 40.7% +10.3% ❌ 117,579 -80,665 -40.7% 0.93% $5.8M 2024-02-06 $48.73
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JQUA

As of 2026 Q1 — sorted by position size

hemming& Wealth Management, Inc. 18.96% Strategent Financial, LLC 15.8% Sage Mountain Advisors LLC 3Y 12.73% Spectrum Wealth Advisory Group, LLC 3Y 7Y 12.18% Warren Street Wealth Advisors, LLC 3Y 10.6% Tull Financial Group, Inc. 9.21% Hughes Financial Services, LLC 8.99% Quadcap Wealth Management, LLC 8.68% PETRA FINANCIAL ADVISORS INC 3Y 7.48% Vertex Planning Partners, LLC 3Y 7.4%

FAQ About Intelligence Driven Advisers, LLC and JQUA

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

How long has Intelligence Driven Advisers, LLC reported owning JQUA?

Intelligence Driven Advisers, LLC reported JQUA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JQUA position in Intelligence Driven Advisers, LLC's portfolio?

The largest reported portfolio weight for JQUA was 0.93% in 2023 Q4.

What is the latest reported JQUA position on this page?

The most recent filing on this page is 2026 Q1, when Intelligence Driven Advisers, LLC reported 51,550 shares, equal to 0.55% of portfolio, with an estimated market value of $3.2M.

What does the chart on this JQUA ownership page compare?

The chart compares Intelligence Driven Advisers, LLC'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 Intelligence Driven Advisers, LLC time their JQUA position?

Based on 13F filing dates vs. subsequent JQUA price moves, Intelligence Driven Advisers, LLC correctly timed 7 out of 21 reported position changes (33%). The annualised alpha on JQUA relative to SPY over the holding period was +4.8%.

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