Jones Financial Companies
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Jones Financial Companies’s Eagle Point Credit Company ECC Stock Holding History

Jones Financial Companies’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-860
Closed -$3.17K – 5037
2026
Q1 		$3.17K Buy
+860
New +$4K ﹤0.01% 4011
2025
Q1 		– Sell
-969
Closed -$8.61K – 3754
2024
Q4 		$8.61K Buy
+969
New +$9.08K ﹤0.01% 2580

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Jones Financial Companies sold out of Eagle Point Credit Company (ECC) in Q2 2026, closing a stake of 860 shares — an estimated $3.17K sold.

Jones Financial Companies first reported a position in ECC in Q4 2024 and held it in 2 quarters. The position peaked at $8.61K in Q4 2024. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Jones Financial Companies reported no remaining Eagle Point Credit Company position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 860 Eagle Point Credit Company shares in Q2 2026, an estimated $3.17K.
  • Jones Financial Companies first reported a position in Eagle Point Credit Company in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's Eagle Point Credit Company position peaked at $8.61K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

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