Jones Financial Companies
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Jones Financial Companies’s Interactive Brokers IBKR Stock Holding History

Jones Financial Companies’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4M Buy
287,053
+254,157
+773% +$18.1M 0.01% 617
2025
Q4 		$2.12M Buy
32,896
+6,021
+22% +$403K ﹤0.01% 920
2025
Q3 		$1.78M Buy
26,875
+7,234
+37% +$455K ﹤0.01% 901
2025
Q2 		$1.06M Buy
19,641
+7,205
+58% +$342K ﹤0.01% 992
2025
Q1 		$512K Buy
12,436
+5,684
+84% +$282K ﹤0.01% 1115
2024
Q4 		$298K Buy
6,752
+6,312
+1,435% +$266K ﹤0.01% 1184
2024
Q3 		$15.1K Buy
+440
New +$13.6K ﹤0.01% 2061

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