Jones Financial Companies
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Jones Financial Companies’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Jones Financial Companies’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-65
Closed -$584 – 4414
2025
Q3 		$584 Buy
+65
New +$581 ﹤0.01% 4011
2025
Q2 		– Sell
-10,000
Closed -$86.4K – 4036
2025
Q1 		$86.4K Buy
+10,000
New +$87.1K ﹤0.01% 1846

Other funds holding BDJ

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's BDJ Position: Q4 2025 in Review

Jones Financial Companies sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 65 shares — an estimated $584 sold.

Jones Financial Companies first reported a position in BDJ in Q1 2025 and held it in 2 quarters. The position peaked at $86.4K in Q1 2025. 204 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • Jones Financial Companies reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 65 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $584.
  • Jones Financial Companies first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2025 and held it in 2 quarters.
  • Jones Financial Companies's BlackRock Enhanced Equity Dividend Trust position peaked at $86.4K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.