Jones Financial Companies
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Jones Financial Companies’s COPT Defense Properties CDP Stock Holding History

Jones Financial Companies’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7M Buy
481,591
+480,851
+64,980% +$15M 0.01% 695
2025
Q4 		$20.6K Buy
740
+188
+34% +$5.42K ﹤0.01% 2918
2025
Q3 		$16.1K Buy
552
+154
+39% +$4.42K ﹤0.01% 2896
2025
Q2 		$11K Buy
398
+37
+10% +$1K ﹤0.01% 2835
2025
Q1 		$9.85K Sell
361
-195
-35% -$5.5K ﹤0.01% 2710
2024
Q4 		$17.2K Buy
556
+359
+182% +$11.4K ﹤0.01% 2316
2024
Q3 		$6.01K Buy
+197
New +$5.61K ﹤0.01% 2397
2024
Q1 		– Sell
-77
Closed -$1.97K – 1378
2023
Q4 		$1.97K Buy
77
+49
+175% +$1.19K ﹤0.01% 909
2023
Q3 		$667 Buy
+28
New +$708 ﹤0.01% 656
2013
Q3 		– Sell
-1,445
Closed -$37K – 728
2013
Q2 		$37K Buy
+1,445
New +$39.8K ﹤0.01% 353

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VCM
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JP Morgan Chase
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EARNEST Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
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CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return