Jones Financial Companies
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Jones Financial Companies’s ChargePoint CHPT Stock Holding History

Jones Financial Companies’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.76K Sell
1,214
-170
-12% -$1.11K ﹤0.01% 3952
2026
Q1 		$6.49K Buy
1,384
+6
+0.4% +$37 ﹤0.01% 3745
2025
Q4 		$9.15K Sell
1,378
-227
-14% -$2.15K ﹤0.01% 3261
2025
Q3 		$17.4K Buy
1,605
+51
+3% +$584 ﹤0.01% 2866
2025
Q2 		$22.9K Sell
1,554
-538
-26% -$7.21K ﹤0.01% 2533
2025
Q1 		$25.9K Sell
2,092
-159
-7% -$2.65K ﹤0.01% 2337
2024
Q4 		$48.2K Buy
2,251
+854
+61% +$21.1K ﹤0.01% 1894
2024
Q3 		$38.3K Buy
1,397
+395
+39% +$13.7K ﹤0.01% 1735
2024
Q2 		$30.2K Buy
+1,002
New +$32.6K ﹤0.01% 1413

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Jones Financial Companies reduced its ChargePoint (CHPT) stake by 12% in Q2 2026, selling an estimated $1.11K and leaving 1,214 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Jones Financial Companies first reported a position in CHPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.2K in Q4 2024. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Jones Financial Companies held 1,214 shares of ChargePoint worth $6.76K as of Q2 2026.
  • Jones Financial Companies sold 170 ChargePoint shares in Q2 2026, an estimated $1.11K.
  • ChargePoint made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3952 holding.
  • Jones Financial Companies first reported a position in ChargePoint in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's ChargePoint position peaked at $48.2K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

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