Jones Financial Companies
CUBE icon

Jones Financial Companies’s CubeSmart CUBE Stock Holding History

Jones Financial Companies’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.2K Buy
2,564
+641
+33% +$24.6K ﹤0.01% 2704
2025
Q4 		$69.3K Buy
1,923
+122
+7% +$4.64K ﹤0.01% 2381
2025
Q3 		$72.9K Buy
1,801
+593
+49% +$24.2K ﹤0.01% 2217
2025
Q2 		$51.2K Buy
1,208
+511
+73% +$21.2K ﹤0.01% 2217
2025
Q1 		$29.3K Buy
697
+18
+3% +$752 ﹤0.01% 2285
2024
Q4 		$29.1K Buy
679
+389
+134% +$18.6K ﹤0.01% 2094
2024
Q3 		$15.4K Buy
290
+250
+625% +$12.4K ﹤0.01% 2054
2024
Q2 		$1.81K Buy
+40
New +$1.73K ﹤0.01% 2178
2013
Q4 		– Sell
-1,788
Closed -$32K – 298
2013
Q3 		$32K Hold
1,788
– – ﹤0.01% 361
2013
Q2 		$29K Buy
+1,788
New +$29.3K ﹤0.01% 397

Other funds holding CUBE

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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return