Jones Financial Companies
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return