Jones Financial Companies
CARM

Jones Financial Companies’s Carisma Therapeutics CARM Stock Holding History

Jones Financial Companies’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16
Closed -$5 – 4431
2025
Q3 		$5 Hold
16
– – ﹤0.01% 4215
2025
Q2 		$6 Hold
16
– – ﹤0.01% 4020
2025
Q1 		$5 Buy
+16
New +$7 ﹤0.01% 3693

Other funds holding CARM

MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

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

Jones Financial Companies sold out of Carisma Therapeutics (CARM) in Q4 2025, closing a stake of 16 shares — an estimated $5 sold.

Jones Financial Companies first reported a position in CARM in Q1 2025 and held it in 3 quarters. The position peaked at $6 in Q2 2025. 7 funds tracked by Wall St. Rank hold CARM as of Q4 2025.

  • Jones Financial Companies reported no remaining Carisma Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 16 Carisma Therapeutics shares in Q4 2025, an estimated $5.
  • Jones Financial Companies first reported a position in Carisma Therapeutics in Q1 2025 and held it in 3 quarters.
  • Jones Financial Companies's Carisma Therapeutics position peaked at $6 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2025.

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