Jones Financial Companies
HCP

Jones Financial Companies’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Jones Financial Companies’s Portfolio HCP Stock Details HCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-125
Closed -$4.28K – 3894
2024
Q4 		$4.28K Hold
125
– – ﹤0.01% 2799
2024
Q3 		$4.24K Hold
125
– – ﹤0.01% 2490
2024
Q2 		$4.21K Buy
+125
New +$3.89K ﹤0.01% 1980

Other funds holding HCP

GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's HCP Position: Q1 2025 in Review

Jones Financial Companies sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 125 shares — an estimated $4.28K sold.

Jones Financial Companies first reported a position in HCP in Q2 2024 and held it in 3 quarters. The position peaked at $4.28K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Jones Financial Companies reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 125 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $4.28K.
  • Jones Financial Companies first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Jones Financial Companies's HashiCorp, Inc. Class A Common Stock position peaked at $4.28K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.