Jones Financial Companies
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Jones Financial Companies’s ImmunityBio IBRX Stock Holding History

Jones Financial Companies’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Buy
50,171
+43,289
+629% +$296K ﹤0.01% 2178
2025
Q4 		$13.6K Buy
6,882
+4,460
+184% +$10.1K ﹤0.01% 3094
2025
Q3 		$6.15K Buy
2,422
+1,122
+86% +$2.89K ﹤0.01% 3286
2025
Q2 		$3.51K Sell
1,300
-17,086
-93% -$45.9K ﹤0.01% 3263
2025
Q1 		$57.7K Buy
18,386
+12,966
+239% +$39.3K ﹤0.01% 1998
2024
Q4 		$13.9K Buy
5,420
+2,000
+58% +$8.33K ﹤0.01% 2395
2024
Q3 		$13.4K Buy
3,420
+300
+10% +$1.39K ﹤0.01% 2105
2024
Q2 		$19.7K Buy
3,120
+120
+4% +$791 ﹤0.01% 1540
2024
Q1 		$16.1K Buy
+3,000
New +$13.6K ﹤0.01% 949

Other funds holding IBRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return