Jones Financial Companies
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Jones Financial Companies’s Copa Holdings CPA Stock Holding History

Jones Financial Companies’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.3K Buy
403
+19
+5% +$2.47K ﹤0.01% 3016
2026
Q1 		$42.6K Sell
384
-40
-9% -$5.25K ﹤0.01% 2999
2025
Q4 		$51.1K Buy
424
+60
+16% +$7.34K ﹤0.01% 2516
2025
Q3 		$42.8K Buy
364
+182
+100% +$20.8K ﹤0.01% 2449
2025
Q2 		$19.7K Buy
182
+73
+67% +$7.21K ﹤0.01% 2597
2025
Q1 		$10.3K Buy
109
+20
+22% +$1.86K ﹤0.01% 2689
2024
Q4 		$7.82K Buy
89
+79
+790% +$7.49K ﹤0.01% 2618
2024
Q3 		$954 Buy
+10
New +$904 ﹤0.01% 2816
2013
Q4 		– Sell
-90
Closed -$12K – 291
2013
Q3 		$12K Buy
+90
New +$12.3K ﹤0.01% 492

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Jones Financial Companies increased its Copa Holdings (CPA) stake by 4.9% in Q2 2026, buying an estimated $2.47K and bringing the position to 403 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Jones Financial Companies first reported a position in CPA in Q3 2013 and has held it in 9 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Jones Financial Companies held 403 shares of Copa Holdings worth $63.3K as of Q2 2026.
  • Jones Financial Companies bought 19 Copa Holdings shares in Q2 2026, an estimated $2.47K.
  • Copa Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3016 holding.
  • Jones Financial Companies first reported a position in Copa Holdings in Q3 2013 and has held it in 9 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

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