Jones Financial Companies
CHEF icon

Jones Financial Companies’s Chefs' Warehouse CHEF Stock Holding History

Jones Financial Companies’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
2,039
+1,855
+1,008% +$119K ﹤0.01% 2595
2025
Q4 		$11.5K Buy
184
+13
+8% +$782 ﹤0.01% 3159
2025
Q3 		$10K Hold
171
– – ﹤0.01% 3081
2025
Q2 		$10.9K Buy
171
+21
+14% +$1.25K ﹤0.01% 2843
2025
Q1 		$8.02K Buy
+150
New +$8.36K ﹤0.01% 2802

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jones Financial Companies's CHEF Position: Q1 2026 in Review

Jones Financial Companies increased its Chefs' Warehouse (CHEF) stake by 1,008% in Q1 2026, buying an estimated $119K and bringing the position to 2,039 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Jones Financial Companies first reported a position in CHEF in Q1 2025 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Jones Financial Companies held 2,039 shares of Chefs' Warehouse worth $121K as of Q1 2026.
  • Jones Financial Companies bought 1,855 Chefs' Warehouse shares in Q1 2026, an estimated $119K.
  • Chefs' Warehouse made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2595 holding.
  • Jones Financial Companies first reported a position in Chefs' Warehouse in Q1 2025 and has held it in 5 quarters since.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.