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
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

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return