Jones Financial Companies
FRMM

Jones Financial Companies’s Forum Markets FRMM Stock Holding History

Jones Financial Companies’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13
Closed -$64 – 4732
2025
Q4 		$64 Hold
13
– – ﹤0.01% 4332
2025
Q3 		$326 Buy
+13
New +$389 ﹤0.01% 4086

Other funds holding FRMM

ECP
Electric Capital Partners Palo Alto, California $118M AUM
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jones Financial Companies sold out of Forum Markets (FRMM) in Q1 2026, closing a stake of 13 shares — an estimated $64 sold.

Jones Financial Companies first reported a position in FRMM in Q3 2025 and held it in 2 quarters. The position peaked at $326 in Q3 2025. 45 funds tracked by Wall St. Rank hold FRMM as of Q1 2026.

  • Jones Financial Companies reported no remaining Forum Markets position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 13 Forum Markets shares in Q1 2026, an estimated $64.
  • Jones Financial Companies first reported a position in Forum Markets in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Forum Markets position peaked at $326 in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Forum Markets as of Q1 2026.

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