Jones Financial Companies

Jones Financial Companies’s Alibaba BABA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.3M	Buy	99,883 +44,850	+81%	+$6.74M	0.01%	755
2025 Q4	$8.07M	Buy	55,033 +19,602	+55%	+$3.19M	﹤0.01%	503
2025 Q3	$6.09M	Buy	35,431 +5,488	+18%	+$719K	﹤0.01%	520
2025 Q2	$3.42M	Buy	29,943 +187	+0.6%	+$22.1K	﹤0.01%	602
2025 Q1	$3.94M	Buy	29,756 +7,318	+33%	+$844K	﹤0.01%	478
2024 Q4	$1.9M	Buy	22,438 +6,081	+37%	+$574K	﹤0.01%	575
2024 Q3	$1.76M	Buy	16,357 +8,028	+96%	+$657K	﹤0.01%	480
2024 Q2	$600K	Buy	8,329 +5,549	+200%	+$425K	﹤0.01%	515
2024 Q1	$201K	Buy	2,780 +2,680	+2,680%	+$196K	﹤0.01%	459
2023 Q4	$7.75K	Buy	100 +79	+376%	+$6.29K	﹤0.01%	710
2023 Q3	$1.82K	Buy	+21	New	+$1.92K	﹤0.01%	578
2022 Q4	–	Sell	-10	Closed	-$1K	–	732
2022 Q3	$1K	Buy	+10	New	+$953	﹤0.01%	517
2022 Q1	–	Sell	-26	Closed	-$3K	–	691
2021 Q4	$3K	Buy	+26	New	+$3.79K	﹤0.01%	687
2021 Q2	–	Sell	-478	Closed	-$108K	–	637
2021 Q1	$108K	Buy	478 +471	+6,729%	+$116K	﹤0.01%	270
2020 Q4	$2K	Buy	+7	New	+$1.94K	﹤0.01%	588

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return