TABLEAUX LLC JTEK — J P MORGAN EXCHANGE TRADED F

Ownership history in TABLEAUX LLC  ·  5 quarters on record

AI Ownership Summary

TABLEAUX LLC reported J P MORGAN EXCHANGE TRADED F (JTEK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.58% in 2025 Q4. The latest visible filing shows JTEK at 1.42% 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 JTEK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TABLEAUX 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

JTEK was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% 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 Q1 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.

JTEK stock page TABLEAUX LLC fund profile TABLEAUX LLC full holdings
How TABLEAUX LLC held JTEK — position size vs. price
% of Fund (quarterly)    JTEK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 36,975 -7,975 -17.7% 1.42% $2.9M 2026-05-14 $104.81
2025 Q4 ADDED — — — 44,950 +4,534 +11.2% 1.58% $2.3M 2026-02-13 $84.06
2025 Q3 ADDED — — — 40,416 +32,657 +420.9% 1.49% $3.7M 2025-11-10 $94.41
2025 Q2 ADDED — — — 7,759 +4,710 +154.5% 0.17% $278K 2025-08-12 $85.36
2025 Q1 INITIATED — — — 3,049 — — 0.15% $205K 2025-05-13 $77.33

🏢 Other funds also holding JTEK

As of 2026 Q1 — sorted by position size

Oak Barrel Wealth Advisory LLC 5.81% Welch Financial Planning, LLC 5.06% Hughes Financial Services, LLC 4.64% Foundry Financial Group, Inc. 3.68% Freedom Financial Partners LLC 3.04% Vertex Planning Partners, LLC 3Y 2.43% Guided Capital Wealth Management, LLC 2.4% Integras Partners LLC 2.32% YARGER WEALTH STRATEGIES, LLC 3Y 2.29% ERn Financial, LLC 3Y 7Y 1.78%

FAQ About TABLEAUX LLC and JTEK

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

How long has TABLEAUX LLC reported owning JTEK?

TABLEAUX LLC reported JTEK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JTEK position in TABLEAUX LLC's portfolio?

The largest reported portfolio weight for JTEK was 1.58% in 2025 Q4.

What is the latest reported JTEK position on this page?

The most recent filing on this page is 2026 Q1, when TABLEAUX LLC reported 36,975 shares, equal to 1.42% of portfolio, with an estimated market value of $2.9M.

What does the chart on this JTEK ownership page compare?

The chart compares TABLEAUX LLC's quarterly JTEK 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 TABLEAUX LLC time their JTEK position?

Based on 13F filing dates vs. subsequent JTEK price moves, TABLEAUX LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JTEK relative to SPY over the holding period was +5.1%.

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