Jones Financial Companies
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Jones Financial Companies’s Enterprise Products Partners EPD Stock Holding History

Jones Financial Companies’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.85M Buy
214,632
+16,597
+8% +$626K ﹤0.01% 1008
2026
Q1 		$7.77M Buy
198,035
+17,030
+9% +$603K ﹤0.01% 912
2025
Q4 		$5.8M Buy
181,005
+23,680
+15% +$749K ﹤0.01% 603
2025
Q3 		$4.98M Buy
157,325
+31,672
+25% +$999K ﹤0.01% 571
2025
Q2 		$3.9M Buy
125,653
+37,195
+42% +$1.16M ﹤0.01% 555
2025
Q1 		$3.01M Buy
88,458
+16,390
+23% +$546K ﹤0.01% 542
2024
Q4 		$2.26M Buy
72,068
+24,426
+51% +$750K ﹤0.01% 530
2024
Q3 		$1.39M Buy
47,642
+38,035
+396% +$1.11M ﹤0.01% 524
2024
Q2 		$278K Buy
9,607
+5,343
+125% +$153K ﹤0.01% 730
2024
Q1 		$124K Buy
4,264
+2,280
+115% +$62.6K ﹤0.01% 551
2023
Q4 		$52.3K Buy
+1,984
New +$52.9K ﹤0.01% 468
2013
Q4 		– Sell
-1,500
Closed -$46K – 329
2013
Q3 		$46K Sell
1,500
-2,000
-57% -$61.1K ﹤0.01% 307
2013
Q2 		$109K Buy
+3,500
New +$106K ﹤0.01% 251

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Jones Financial Companies increased its Enterprise Products Partners (EPD) stake by 8.4% in Q2 2026, buying an estimated $626K and bringing the position to 214,632 shares worth $7.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Jones Financial Companies first reported a position in EPD in Q2 2013 and has held it in 13 quarters since. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Jones Financial Companies held 214,632 shares of Enterprise Products Partners worth $7.85M as of Q2 2026.
  • Jones Financial Companies bought 16,597 Enterprise Products Partners shares in Q2 2026, an estimated $626K.
  • Enterprise Products Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1008 holding.
  • Jones Financial Companies first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 13 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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