Jones Financial Companies
FEZ icon

Jones Financial Companies’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Jones Financial Companies’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.98M Buy
33,113
+13,557
+69% +$889K ﹤0.01% 1432
2025
Q4 		$1.26M Buy
19,556
+7,569
+63% +$478K ﹤0.01% 1145
2025
Q3 		$737K Buy
11,987
+1,689
+16% +$101K ﹤0.01% 1241
2025
Q2 		$613K Buy
10,298
+610
+6% +$34.9K ﹤0.01% 1194
2025
Q1 		$533K Buy
9,688
+5,420
+127% +$290K ﹤0.01% 1104
2024
Q4 		$206K Buy
4,268
+2,403
+129% +$120K ﹤0.01% 1344
2024
Q3 		$100K Buy
1,865
+712
+62% +$36.3K ﹤0.01% 1404
2024
Q2 		$57.7K Buy
+1,153
New +$59.8K ﹤0.01% 1200
2017
Q2 		– Sell
-6,335
Closed -$230K – 222
2017
Q1 		$230K Sell
6,335
-2,562
-29% -$88.9K ﹤0.01% 212
2016
Q4 		$298K Buy
+8,897
New +$288K ﹤0.01% 201

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return