Jones Financial Companies
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Jones Financial Companies’s iShares Bitcoin Trust IBIT Stock Holding History

Jones Financial Companies’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7K Buy
996
+286
+40% +$11.6K ﹤0.01% 3286
2026
Q1 		$26.6K Buy
+710
New +$30.7K ﹤0.01% 3179
2025
Q4 		– Sell
-885
Closed -$54.8K – 4498
2025
Q3 		$54.8K Buy
+885
New +$57.6K ﹤0.01% 2339
2025
Q2 		– Sell
-9
Closed -$428 – 4092
2025
Q1 		$428 Sell
9
-403
-98% -$21.3K ﹤0.01% 3529
2024
Q4 		$21.9K Buy
+412
New +$19.5K ﹤0.01% 2218

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Bitcoin Trust (IBIT) stake by 40% in Q2 2026, buying an estimated $11.6K and bringing the position to 996 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Jones Financial Companies first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $54.8K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Jones Financial Companies held 996 shares of iShares Bitcoin Trust worth $33.7K as of Q2 2026.
  • Jones Financial Companies bought 286 iShares Bitcoin Trust shares in Q2 2026, an estimated $11.6K.
  • iShares Bitcoin Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3286 holding.
  • Jones Financial Companies first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Jones Financial Companies's iShares Bitcoin Trust position peaked at $54.8K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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