Jones Financial Companies
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Jones Financial Companies’s Helmerich & Payne HP Stock Holding History

Jones Financial Companies’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Buy
4,072
+1,236
+44% +$42.2K ﹤0.01% 2509
2025
Q4 		$81.3K Sell
2,836
-2,074
-42% -$55.1K ﹤0.01% 2295
2025
Q3 		$111K Sell
4,910
-290
-6% -$5.35K ﹤0.01% 2042
2025
Q2 		$80.1K Buy
5,200
+2,114
+69% +$38.8K ﹤0.01% 2029
2025
Q1 		$77.9K Buy
3,086
+1,901
+160% +$55.3K ﹤0.01% 1880
2024
Q4 		$37.9K Buy
1,185
+284
+32% +$9.64K ﹤0.01% 1987
2024
Q3 		$27K Buy
901
+103
+13% +$3.56K ﹤0.01% 1852
2024
Q2 		$28.8K Buy
+798
New +$30.7K ﹤0.01% 1428

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies increased its Helmerich & Payne (HP) stake by 44% in Q1 2026, buying an estimated $42.2K and bringing the position to 4,072 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

Jones Financial Companies first reported a position in HP in Q2 2024 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Jones Financial Companies held 4,072 shares of Helmerich & Payne worth $147K as of Q1 2026.
  • Jones Financial Companies bought 1,236 Helmerich & Payne shares in Q1 2026, an estimated $42.2K.
  • Helmerich & Payne made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2509 holding.
  • Jones Financial Companies first reported a position in Helmerich & Payne in Q2 2024 and has held it in 8 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

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