Jones Financial Companies’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Jones Financial Companies’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2M	Buy	230,983 +57,461	+33%	+$3.06M	0.01%	787
2025 Q4	$9.52M	Buy	173,522 +58,353	+51%	+$3.17M	0.01%	466
2025 Q3	$6.12M	Buy	115,169 +23,165	+25%	+$1.18M	﹤0.01%	518
2025 Q2	$4.42M	Buy	92,004 +21,047	+30%	+$898K	﹤0.01%	530
2025 Q1	$2.85M	Buy	70,957 +50,007	+239%	+$2.26M	﹤0.01%	557
2024 Q4	$969K	Buy	+20,950	New	+$950K	﹤0.01%	756

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's FBCG Position: Q1 2026 in Review

Jones Financial Companies increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 33% in Q1 2026, buying an estimated $3.06M and bringing the position to 230,983 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #787.

Jones Financial Companies first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Jones Financial Companies held 230,983 shares of Fidelity Blue Chip Growth ETF worth $11.2M as of Q1 2026.
Jones Financial Companies bought 57,461 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $3.06M.
Fidelity Blue Chip Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #787 holding.
Jones Financial Companies first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.