Jones Kertz & Associates, Inc. INTC β€” INTEL CORP

Ownership history in Jones Kertz & Associates, Inc.  Β·  3 quarters on record

AI Ownership Summary

Jones Kertz & Associates, Inc. reported INTEL CORP (INTC) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.66% in 2026 Q2. The latest visible filing shows INTC at 1.66% 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 INTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jones Kertz & Associates, Inc.'s position in INTEL CORP, 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 Q2

INTC was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2026 Q2

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 Q2

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.

How Jones Kertz & Associates, Inc. held INTC β€” position size vs. price
% of Fund (quarterly)    INTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 25,781 -2,730 -9.6% 1.66% $3.6M 2026-07-23 $100.23
2026 Q1 UNCHANGED β€” β€” β€” 28,511 β€” 0% 0.67% $1.3M 2026-04-24 $82.54
2025 Q4 INITIATED β€” β€” β€” 28,511 β€” β€” 0.54% $1.1M 2026-01-27 $43.93

FAQ About Jones Kertz & Associates, Inc. and INTC

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

How long has Jones Kertz & Associates, Inc. reported owning INTC?

Jones Kertz & Associates, Inc. reported INTC across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported INTC position in Jones Kertz & Associates, Inc.'s portfolio?

The largest reported portfolio weight for INTC was 1.66% in 2026 Q2.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2026 Q2, when Jones Kertz & Associates, Inc. reported 25,781 shares, equal to 1.66% of portfolio, with an estimated market value of $3.6M.

What does the chart on this INTC ownership page compare?

The chart compares Jones Kertz & Associates, Inc.'s quarterly INTC 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.

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