Jones Financial Companies
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Jones Financial Companies’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Jones Financial Companies’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$559K Buy
9,939
+5,163
+108% +$302K ﹤0.01% 1992
2025
Q4 		$254K Buy
4,776
+1,365
+40% +$70.5K ﹤0.01% 1803
2025
Q3 		$177K Buy
3,411
+1,447
+74% +$75.2K ﹤0.01% 1833
2025
Q2 		$97.9K Buy
1,964
+1,322
+206% +$63.4K ﹤0.01% 1946
2025
Q1 		$30.8K Buy
642
+510
+386% +$25.3K ﹤0.01% 2256
2024
Q4 		$6.37K Hold
132
– – ﹤0.01% 2685
2024
Q3 		$7.18K Buy
+132
New +$6.76K ﹤0.01% 2336

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Jones Financial Companies increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 108% in Q1 2026, buying an estimated $302K and bringing the position to 9,939 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Jones Financial Companies first reported a position in FMAT in Q3 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Jones Financial Companies held 9,939 shares of Fidelity MSCI Materials Index ETF worth $559K as of Q1 2026.
  • Jones Financial Companies bought 5,163 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $302K.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1992 holding.
  • Jones Financial Companies first reported a position in Fidelity MSCI Materials Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

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