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
Q2 		$212K Buy
6,263
+2,191
+54% +$82K ﹤0.01% 2550
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

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Dimensional Fund Advisors
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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Jones Financial Companies's HP Position: Q2 2026 in Review

Jones Financial Companies increased its Helmerich & Payne (HP) stake by 54% in Q2 2026, buying an estimated $82K and bringing the position to 6,263 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Jones Financial Companies first reported a position in HP in Q2 2024 and has held it in 9 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Jones Financial Companies held 6,263 shares of Helmerich & Payne worth $212K as of Q2 2026.
  • Jones Financial Companies bought 2,191 Helmerich & Payne shares in Q2 2026, an estimated $82K.
  • Helmerich & Payne made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2550 holding.
  • Jones Financial Companies first reported a position in Helmerich & Payne in Q2 2024 and has held it in 9 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.