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
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

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SIM
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JP Morgan Chase
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Dimensional Fund Advisors
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Fidelity Investments
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return