Jones Financial Companies
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Jones Financial Companies’s United States Copper Index Fund CPER Stock Holding History

Jones Financial Companies’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Sell
5,577
-55
-1% -$2.07K ﹤0.01% 2566
2026
Q1 		$188K Buy
5,632
+367
+7% +$13.1K ﹤0.01% 2426
2025
Q4 		$184K Buy
5,265
+1,110
+27% +$35.5K ﹤0.01% 1943
2025
Q3 		$122K Buy
+4,155
New +$125K ﹤0.01% 1998
2025
Q1 		– Sell
-161
Closed -$4.05K – 3742
2024
Q4 		$4.05K Buy
+161
New +$4.31K ﹤0.01% 2816

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies reduced its United States Copper Index Fund (CPER) stake by 0.98% in Q2 2026, selling an estimated $2.07K and leaving 5,577 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Jones Financial Companies first reported a position in CPER in Q4 2024 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Jones Financial Companies held 5,577 shares of United States Copper Index Fund worth $208K as of Q2 2026.
  • Jones Financial Companies sold 55 United States Copper Index Fund shares in Q2 2026, an estimated $2.07K.
  • United States Copper Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2566 holding.
  • Jones Financial Companies first reported a position in United States Copper Index Fund in Q4 2024 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

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