Jones Financial Companies
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Jones Financial Companies’s Vertical Aerospace EVTL Stock Holding History

Jones Financial Companies’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.1K Sell
3,053
-2,117
-41% -$5.09K ﹤0.01% 4085
2026
Q1 		$10.7K Sell
5,170
-4,132
-44% -$18.8K ﹤0.01% 3556
2025
Q4 		$49.6K Buy
9,302
+1,091
+13% +$5.53K ﹤0.01% 2530
2025
Q3 		$44.7K Buy
8,211
+4,850
+144% +$27K ﹤0.01% 2433
2025
Q2 		$22.6K Buy
+3,361
New +$15.8K ﹤0.01% 2538

Other funds holding EVTL

MCM
Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies reduced its Vertical Aerospace (EVTL) stake by 41% in Q2 2026, selling an estimated $5.09K and leaving 3,053 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

Jones Financial Companies first reported a position in EVTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $49.6K in Q4 2025. 81 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • Jones Financial Companies held 3,053 shares of Vertical Aerospace worth $5.1K as of Q2 2026.
  • Jones Financial Companies sold 2,117 Vertical Aerospace shares in Q2 2026, an estimated $5.09K.
  • Vertical Aerospace made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4085 holding.
  • Jones Financial Companies first reported a position in Vertical Aerospace in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Vertical Aerospace position peaked at $49.6K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

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