Jones Financial Companies
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Jones Financial Companies’s AGM Group Holdings AGMH Stock Holding History

Jones Financial Companies’s Portfolio AGMH Stock Details AGMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$197 – 4726
2025
Q4 		$197 Buy
+100
New +$379 ﹤0.01% 4269

Other funds holding AGMH

CIAM
Caitong International Asset Management Hong Kong $541M AUM 1,009.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Jones Financial Companies's AGMH Position: Q1 2026 in Review

Jones Financial Companies sold out of AGM Group Holdings (AGMH) in Q1 2026, closing a stake of 100 shares — an estimated $197 sold.

Jones Financial Companies first reported a position in AGMH in Q4 2025 and held it in 1 quarter. The position peaked at $197 in Q4 2025. 3 funds tracked by Wall St. Rank hold AGMH as of Q1 2026.

  • Jones Financial Companies reported no remaining AGM Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 100 AGM Group Holdings shares in Q1 2026, an estimated $197.
  • Jones Financial Companies first reported a position in AGM Group Holdings in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's AGM Group Holdings position peaked at $197 in Q4 2025.
  • 3 funds tracked by Wall St. Rank held AGM Group Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.