Jones Financial Companies
CHAI

Jones Financial Companies’s Core AI Holdings Inc CHAI Stock Holding History

Jones Financial Companies’s Portfolio CHAI Stock Details CHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250
Closed -$2.24K – 4592
2025
Q3 		$2.24K Buy
+250
New +$3.24K ﹤0.01% 3655

Other funds holding CHAI

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

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

Jones Financial Companies sold out of Core AI Holdings Inc (CHAI) in Q4 2025, closing a stake of 250 shares — an estimated $2.24K sold.

Jones Financial Companies first reported a position in CHAI in Q3 2025 and held it in 1 quarter. The position peaked at $2.24K in Q3 2025. 12 funds tracked by Wall St. Rank hold CHAI as of Q4 2025.

  • Jones Financial Companies reported no remaining Core AI Holdings Inc position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 250 Core AI Holdings Inc shares in Q4 2025, an estimated $2.24K.
  • Jones Financial Companies first reported a position in Core AI Holdings Inc in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Core AI Holdings Inc position peaked at $2.24K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q4 2025.

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