Jones Financial Companies
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Jones Financial Companies’s Compass Minerals CMP Stock Holding History

Jones Financial Companies’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Buy
9,276
+44
+0.5% +$1.04K ﹤0.01% 2382
2025
Q4 		$181K Buy
9,232
+2,317
+34% +$42.9K ﹤0.01% 1947
2025
Q3 		$134K Sell
6,915
-1,822
-21% -$36.2K ﹤0.01% 1950
2025
Q2 		$175K Sell
8,737
-7,672
-47% -$124K ﹤0.01% 1712
2025
Q1 		$157K Sell
16,409
-1,702
-9% -$19.4K ﹤0.01% 1586
2024
Q4 		$204K Buy
18,111
+5,544
+44% +$72.4K ﹤0.01% 1349
2024
Q3 		$156K Buy
12,567
+6,786
+117% +$71.9K ﹤0.01% 1229
2024
Q2 		$59.7K Buy
+5,781
New +$74.6K ﹤0.01% 1189
2021
Q2 		– Sell
-771
Closed -$48K – 649
2021
Q1 		$48K Buy
+771
New +$49.3K ﹤0.01% 351

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM