Jones Financial Companies
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Jones Financial Companies’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

Jones Financial Companies’s Portfolio BITC Stock Details BITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$508 Buy
+14
New +$543 ﹤0.01% 4749

Other funds holding BITC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q2 2026: 14 shares worth $508. The stake represents ﹤0.01% of the portfolio and ranks #4749 among its holdings.

9 funds tracked by Wall St. Rank hold BITC as of Q2 2026.

  • Jones Financial Companies held 14 shares of Bitwise Bitcoin Strategy Optimum Roll ETF worth $508 as of Q2 2026.
  • Bitwise Bitcoin Strategy Optimum Roll ETF was a new Jones Financial Companies position in Q2 2026.
  • Bitwise Bitcoin Strategy Optimum Roll ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4749 holding.
  • 9 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q2 2026.

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