RVW Wealth, LLC JQUA holdings history
JPMORGAN US QUALITY FACTOR · CUSIP 46641Q761 · CIK 1756543
As of 2026-06-30, RVW Wealth, LLC reported 952.79K JQUA (shares), valued at $68.87M, or 4.53% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares increased 3.78%; reported value increased 22.33%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.53% | 952,795 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 4.39% | 918,104 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 4.36% | 903,997 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 4.44% | 903,152 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 4.43% | 868,747 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 4.69% | 882,769 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 4.26% | 797,250 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 4.13% | 785,662 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 4.03% | 762,337 | SEC filing ↗Filed Jul 8, 2024 |
| Q1 2024 | 4.05% | 744,640 | SEC filing ↗Filed Apr 8, 2024 |
| Q4 2023 | 3.83% | 727,631 | SEC filing ↗Filed Jan 8, 2024 |
| Q3 2023 | 3.66% | 702,537 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.66% | 702,537 | $30.40M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 3.83% | 727,631 | $34.82M | Shares increased 3.57%; reported value increased 14.56%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2024 |
| Q1 2024 | 4.05% | 744,640 | $39.37M | Shares increased 2.34%; reported value increased 13.05%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2024 |
| Q2 2024 | 4.03% | 762,337 | $40.37M | Shares increased 2.38%; reported value increased 2.53%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2024 |
| Q3 2024 | 4.13% | 785,662 | $44.44M | Shares increased 3.06%; reported value increased 10.11%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 4.26% | 797,250 | $45.66M | Shares increased 1.47%; reported value increased 2.73%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 4.69% | 882,769 | $49.85M | Shares increased 10.73%; reported value increased 9.18%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 4.43% | 868,747 | $52.17M | Shares decreased 1.59%; reported value increased 4.65%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 4.44% | 903,152 | $56.82M | Shares increased 3.96%; reported value increased 8.91%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 4.36% | 903,997 | $57.11M | Shares increased 0.09%; reported value increased 0.52%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 4.39% | 918,104 | $56.30M | Shares increased 1.56%; reported value decreased 1.43%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 4.53% | 952,795 | $68.87M | Shares increased 3.78%; reported value increased 22.33%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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