Jones Financial Companies
EPM icon

Jones Financial Companies’s Evolution Petroleum EPM Stock Holding History

Jones Financial Companies’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.2K Hold
1,371
– – ﹤0.01% 4075
2026
Q1 		$6.39K Hold
1,371
– – ﹤0.01% 3754
2025
Q4 		$4.85K Hold
1,371
– – ﹤0.01% 3521
2025
Q3 		$6.83K Hold
1,371
– – ﹤0.01% 3234
2025
Q2 		$6.76K Buy
1,371
+1,171
+586% +$5.31K ﹤0.01% 3026
2025
Q1 		$1.02K Hold
200
– – ﹤0.01% 3397
2024
Q4 		$1.05K Hold
200
– – ﹤0.01% 3132
2024
Q3 		$1.07K Buy
+200
New +$1.05K ﹤0.01% 2798

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies held its Evolution Petroleum (EPM) position steady in Q2 2026 at 1,371 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Jones Financial Companies first reported a position in EPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.83K in Q3 2025. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Jones Financial Companies held 1,371 shares of Evolution Petroleum worth $5.2K as of Q2 2026.
  • Jones Financial Companies left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4075 holding.
  • Jones Financial Companies first reported a position in Evolution Petroleum in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Evolution Petroleum position peaked at $6.83K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

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