Jones Kertz & Associates, Inc. TCAF — T ROWE PRICE ETF INC

Ownership history in Jones Kertz & Associates, Inc.  ·  4 quarters on record

AI Ownership Summary

Jones Kertz & Associates, Inc. reported T ROWE PRICE ETF INC (TCAF) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.37% in 2026 Q3. The latest visible filing shows TCAF at 0.37% 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 TCAF 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 T ROWE PRICE ETF INC, 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

TCAF was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q3

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.

How Jones Kertz & Associates, Inc. held TCAF — position size vs. price
% of Fund (quarterly)    TCAF 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 ADDED — — — 17,953 +1,066 +6.3% 0.37% $759K 2026-10-28 $43.83
2026 Q2 UNCHANGED — — — 16,887 — 0% 0.32% $694K 2026-07-23 $40.84
2026 Q1 ADDED — — — 16,887 +1,840 +12.2% 0.32% $601K 2026-04-24 $39.43
2025 Q4 INITIATED — — — 15,047 — — 0.30% $575K 2026-01-27 $38.70

FAQ About Jones Kertz & Associates, Inc. and TCAF

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 TCAF?

Jones Kertz & Associates, Inc. reported TCAF across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

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

The largest reported portfolio weight for TCAF was 0.37% in 2026 Q3.

What is the latest reported TCAF position on this page?

The most recent filing on this page is 2026 Q3, when Jones Kertz & Associates, Inc. reported 17,953 shares, equal to 0.37% of portfolio, with an estimated market value of $759K.

What does the chart on this TCAF ownership page compare?

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