Jones Financial Companies’s ARK Innovation ETF ARKK Stock Holding History

Jones Financial Companies’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Buy	129,772 +10,587	+9%	+$810K	﹤0.01%	920
2026 Q1	$7.7M	Buy	119,185 +22,615	+23%	+$1.68M	﹤0.01%	916
2025 Q4	$7.43M	Buy	96,570 +22,515	+30%	+$1.86M	﹤0.01%	526
2025 Q3	$6.15M	Buy	74,055 +19,031	+35%	+$1.45M	﹤0.01%	516
2025 Q2	$3.84M	Buy	55,024 +18,258	+50%	+$1.01M	﹤0.01%	562
2025 Q1	$1.79M	Buy	36,766 +3,629	+11%	+$208K	﹤0.01%	685
2024 Q4	$1.88M	Buy	33,137 +22,411	+209%	+$1.2M	﹤0.01%	577
2024 Q3	$514K	Buy	10,726 +5,510	+106%	+$248K	﹤0.01%	809
2024 Q2	$229K	Buy	5,216 +4,317	+480%	+$193K	﹤0.01%	787
2024 Q1	$45K	Buy	899 +399	+80%	+$19.5K	﹤0.01%	751
2023 Q4	$26.2K	Buy	+500	New	+$21.6K	﹤0.01%	556
2021 Q2	–	Sell	-155	Closed	-$19K	–	634
2021 Q1	$19K	Buy	+155	New	+$21K	﹤0.01%	463

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jones Financial Companies increased its ARK Innovation ETF (ARKK) stake by 8.9% in Q2 2026, buying an estimated $810K and bringing the position to 129,772 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Jones Financial Companies first reported a position in ARKK in Q1 2021 and has held it in 12 quarters since. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Jones Financial Companies held 129,772 shares of ARK Innovation ETF worth $10.1M as of Q2 2026.
Jones Financial Companies bought 10,587 ARK Innovation ETF shares in Q2 2026, an estimated $810K.
ARK Innovation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #920 holding.
Jones Financial Companies first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 12 quarters since.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

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