Jones Financial Companies
FRME icon

Jones Financial Companies’s First Merchants FRME Stock Holding History

Jones Financial Companies’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45M Buy
38,382
+3,571
+10% +$139K ﹤0.01% 1569
2025
Q4 		$1.3M Buy
34,811
+2,142
+7% +$79.3K ﹤0.01% 1128
2025
Q3 		$1.25M Buy
32,669
+2,659
+9% +$106K ﹤0.01% 1043
2025
Q2 		$1.16M Buy
30,010
+5,313
+22% +$197K ﹤0.01% 953
2025
Q1 		$998K Buy
24,697
+4,727
+24% +$197K ﹤0.01% 864
2024
Q4 		$797K Buy
19,970
+5,683
+40% +$230K ﹤0.01% 817
2024
Q3 		$524K Buy
14,287
+3,120
+28% +$116K ﹤0.01% 804
2024
Q2 		$372K Buy
11,167
+5,976
+115% +$200K ﹤0.01% 638
2024
Q1 		$181K Buy
5,191
+4,217
+433% +$145K ﹤0.01% 475
2023
Q4 		$36.1K Buy
+974
New +$30.2K ﹤0.01% 516

Other funds holding FRME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return