Jones Financial Companies
CPER icon

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
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 $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Jones Financial Companies's CPER Position: Q1 2026 in Review

Jones Financial Companies increased its United States Copper Index Fund (CPER) stake by 7% in Q1 2026, buying an estimated $13.1K and bringing the position to 5,632 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Jones Financial Companies first reported a position in CPER in Q4 2024 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Jones Financial Companies held 5,632 shares of United States Copper Index Fund worth $188K as of Q1 2026.
  • Jones Financial Companies bought 367 United States Copper Index Fund shares in Q1 2026, an estimated $13.1K.
  • United States Copper Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2426 holding.
  • Jones Financial Companies first reported a position in United States Copper Index Fund in Q4 2024 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.