Jones Financial Companies
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Jones Financial Companies’s EPAM Systems EPAM Stock Holding History

Jones Financial Companies’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698K Sell
8,652
-18,926
-69% -$2M ﹤0.01% 2067
2026
Q1 		$3.73M Buy
27,578
+27,031
+4,942% +$4.62M ﹤0.01% 1188
2025
Q4 		$112K Buy
547
+154
+39% +$27.5K ﹤0.01% 2177
2025
Q3 		$59.6K Sell
393
-401
-51% -$65.8K ﹤0.01% 2295
2025
Q2 		$139K Buy
794
+718
+945% +$120K ﹤0.01% 1799
2025
Q1 		$12.8K Buy
76
+48
+171% +$10.6K ﹤0.01% 2605
2024
Q4 		$6.55K Sell
28
-144
-84% -$32K ﹤0.01% 2679
2024
Q3 		$34.3K Buy
172
+162
+1,620% +$32.5K ﹤0.01% 1772
2024
Q2 		$1.88K Buy
+10
New +$2.13K ﹤0.01% 2168
2022
Q1 		– Sell
-8
Closed -$5K – 726
2021
Q4 		$5K Buy
+8
New +$5.15K ﹤0.01% 644
2021
Q1 		– Sell
-10
Closed -$4K – 797
2020
Q4 		$4K Buy
+10
New +$3.34K ﹤0.01% 516

Other funds holding EPAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

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

Jones Financial Companies reduced its EPAM Systems (EPAM) stake by 69% in Q2 2026, selling an estimated $2M and leaving 8,652 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Jones Financial Companies first reported a position in EPAM in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.73M in Q1 2026. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Jones Financial Companies held 8,652 shares of EPAM Systems worth $698K as of Q2 2026.
  • Jones Financial Companies sold 18,926 EPAM Systems shares in Q2 2026, an estimated $2M.
  • EPAM Systems made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2067 holding.
  • Jones Financial Companies first reported a position in EPAM Systems in Q4 2020 and has held it in 11 quarters since.
  • Jones Financial Companies's EPAM Systems position peaked at $3.73M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

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