Jones Financial Companies
BURL icon

Jones Financial Companies’s Burlington BURL Stock Holding History

Jones Financial Companies’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.95M Buy
25,411
+25,215
+12,865% +$7.72M ﹤0.01% 902
2025
Q4 		$56.6K Buy
196
+26
+15% +$7.05K ﹤0.01% 2459
2025
Q3 		$44.7K Buy
170
+47
+38% +$12.8K ﹤0.01% 2432
2025
Q2 		$28.4K Buy
123
+31
+34% +$7.37K ﹤0.01% 2453
2025
Q1 		$21.9K Buy
92
+7
+8% +$1.81K ﹤0.01% 2395
2024
Q4 		$24.2K Buy
85
+23
+37% +$6.21K ﹤0.01% 2169
2024
Q3 		$16.4K Buy
62
+40
+182% +$10.4K ﹤0.01% 2025
2024
Q2 		$5.28K Buy
22
+8
+57% +$1.65K ﹤0.01% 1931
2024
Q1 		$3.25K Buy
+14
New +$2.86K ﹤0.01% 1220
2022
Q3 		– Sell
-6
Closed -$1K – 556
2022
Q2 		$1K Buy
+6
New +$1.09K ﹤0.01% 619
2022
Q1 		– Sell
-18
Closed -$5K – 699
2021
Q4 		$5K Hold
18
– – ﹤0.01% 637
2021
Q3 		$5K Hold
18
– – ﹤0.01% 569
2021
Q2 		$6K Hold
18
– – ﹤0.01% 531
2021
Q1 		$5K Buy
18
+4
+29% +$1.09K ﹤0.01% 612
2020
Q4 		$4K Buy
+14
New +$3.12K ﹤0.01% 514

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return