Jones Financial Companies
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Jones Financial Companies’s AmpliTech AMPG Stock Holding History

Jones Financial Companies’s Portfolio AMPG Stock Details AMPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35K Sell
750
-150
-17% -$443 ﹤0.01% 4268
2025
Q4 		$2.69K Buy
+900
New +$3.04K ﹤0.01% 3729

Other funds holding AMPG

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CDMG
Creek Drive Management Group San Francisco, California $439M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Jones Financial Companies reduced its AmpliTech (AMPG) stake by 17% in Q1 2026, selling an estimated $443 and leaving 750 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4268.

Jones Financial Companies first reported a position in AMPG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.69K in Q4 2025. 38 funds tracked by Wall St. Rank hold AMPG as of Q1 2026.

  • Jones Financial Companies held 750 shares of AmpliTech worth $1.35K as of Q1 2026.
  • Jones Financial Companies sold 150 AmpliTech shares in Q1 2026, an estimated $443.
  • AmpliTech made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4268 holding.
  • Jones Financial Companies first reported a position in AmpliTech in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's AmpliTech position peaked at $2.69K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AmpliTech as of Q1 2026.

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