Jones Financial Companies
AM icon

Jones Financial Companies’s Antero Midstream AM Stock Holding History

Jones Financial Companies’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$652K Buy
28,125
+14,564
+107% +$316K ﹤0.01% 2096
2026
Q1 		$314K Buy
13,561
+3,096
+30% +$63.9K ﹤0.01% 2232
2025
Q4 		$186K Buy
10,465
+2,988
+40% +$53.8K ﹤0.01% 1939
2025
Q3 		$146K Buy
7,477
+4,148
+125% +$75K ﹤0.01% 1917
2025
Q2 		$62.9K Buy
3,329
+318
+11% +$5.68K ﹤0.01% 2136
2025
Q1 		$54K Buy
3,011
+2,512
+503% +$41.6K ﹤0.01% 2026
2024
Q4 		$7.53K Hold
499
– – ﹤0.01% 2632
2024
Q3 		$7.49K Buy
499
+186
+59% +$2.71K ﹤0.01% 2322
2024
Q2 		$4.61K Buy
+313
New +$4.49K ﹤0.01% 1953

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies's AM Position: Q2 2026 in Review

Jones Financial Companies increased its Antero Midstream (AM) stake by 107% in Q2 2026, buying an estimated $316K and bringing the position to 28,125 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Jones Financial Companies first reported a position in AM in Q2 2024 and has held it in 9 quarters since. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Jones Financial Companies held 28,125 shares of Antero Midstream worth $652K as of Q2 2026.
  • Jones Financial Companies bought 14,564 Antero Midstream shares in Q2 2026, an estimated $316K.
  • Antero Midstream made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2096 holding.
  • Jones Financial Companies first reported a position in Antero Midstream in Q2 2024 and has held it in 9 quarters since.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.