Jones Financial Companies
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Jones Financial Companies’s American Well AMWL Stock Holding History

Jones Financial Companies’s Portfolio AMWL Stock Details AMWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74 Sell
14
-500
-97% -$2.57K ﹤0.01% 4655
2025
Q4 		$2.52K Buy
514
+300
+140% +$1.45K ﹤0.01% 3753
2025
Q3 		$1.33K Hold
214
– – ﹤0.01% 3823
2025
Q2 		$1.7K Hold
214
– – ﹤0.01% 3519
2025
Q1 		$1.67K Hold
214
– – ﹤0.01% 3289
2024
Q4 		$1.55K Buy
214
+200
+1,429% +$1.81K ﹤0.01% 3056
2024
Q3 		$133 Buy
+14
New +$119 ﹤0.01% 2961

Other funds holding AMWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Jones Financial Companies reduced its American Well (AMWL) stake by 97% in Q1 2026, selling an estimated $2.57K and leaving 14 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #4655.

Jones Financial Companies first reported a position in AMWL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.52K in Q4 2025. 55 funds tracked by Wall St. Rank hold AMWL as of Q1 2026.

  • Jones Financial Companies held 14 shares of American Well worth $74 as of Q1 2026.
  • Jones Financial Companies sold 500 American Well shares in Q1 2026, an estimated $2.57K.
  • American Well made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4655 holding.
  • Jones Financial Companies first reported a position in American Well in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's American Well position peaked at $2.52K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held American Well as of Q1 2026.

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