Jones Financial Companies
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Jones Financial Companies’s Artisan Partners APAM Stock Holding History

Jones Financial Companies’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Buy
3,206
+345
+12% +$14.1K ﹤0.01% 2622
2025
Q4 		$117K Buy
2,861
+78
+3% +$3.33K ﹤0.01% 2158
2025
Q3 		$122K Sell
2,783
-211
-7% -$9.72K ﹤0.01% 1997
2025
Q2 		$133K Buy
2,994
+281
+10% +$11.2K ﹤0.01% 1812
2025
Q1 		$106K Buy
2,713
+63
+2% +$2.67K ﹤0.01% 1749
2024
Q4 		$114K Buy
2,650
+470
+22% +$21.5K ﹤0.01% 1580
2024
Q3 		$94.1K Buy
+2,180
New +$90K ﹤0.01% 1426
2022
Q3 		– Sell
-5
Closed – – 534
2022
Q2 		$0 Buy
+5
New +$182 ﹤0.01% 717
2013
Q4 		– Sell
-291
Closed -$15K – 239
2013
Q3 		$15K Hold
291
– – ﹤0.01% 458
2013
Q2 		$15K Buy
+291
New +$13.1K ﹤0.01% 517

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CCM
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