Jones Financial Companies
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Jones Financial Companies’s Chemed CHE Stock Holding History

Jones Financial Companies’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$820K Buy
1,771
+683
+63% +$287K ﹤0.01% 1988
2026
Q1 		$401K Buy
1,088
+1,078
+10,780% +$462K ﹤0.01% 2143
2025
Q4 		$4.28K Buy
10
+4
+67% +$1.74K ﹤0.01% 3561
2025
Q3 		$2.77K Hold
6
– – ﹤0.01% 3583
2025
Q2 		$3.36K Hold
6
– – ﹤0.01% 3277
2025
Q1 		$3.63K Buy
+6
New +$3.41K ﹤0.01% 3063
2024
Q4 		– Sell
-84
Closed -$50.3K – 3427
2024
Q3 		$50.3K Buy
+84
New +$47.6K ﹤0.01% 1631

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Jones Financial Companies increased its Chemed (CHE) stake by 63% in Q2 2026, buying an estimated $287K and bringing the position to 1,771 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Jones Financial Companies first reported a position in CHE in Q3 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Jones Financial Companies held 1,771 shares of Chemed worth $820K as of Q2 2026.
  • Jones Financial Companies bought 683 Chemed shares in Q2 2026, an estimated $287K.
  • Chemed made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1988 holding.
  • Jones Financial Companies first reported a position in Chemed in Q3 2024 and has held it in 7 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

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