Jones Financial Companies
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Jones Financial Companies’s Icahn Enterprises IEP Stock Holding History

Jones Financial Companies’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.6K Buy
12,438
+4,743
+62% +$36.5K ﹤0.01% 2896
2026
Q1 		$57.3K Sell
7,695
-160
-2% -$1.25K ﹤0.01% 2903
2025
Q4 		$59.3K Buy
7,855
+6,910
+731% +$55.7K ﹤0.01% 2441
2025
Q3 		$7.83K Sell
945
-80
-8% -$700 ﹤0.01% 3183
2025
Q2 		$8.39K Buy
1,025
+721
+237% +$6.17K ﹤0.01% 2940
2025
Q1 		$2.8K Hold
304
– – ﹤0.01% 3158
2024
Q4 		$2.64K Sell
304
-114
-27% -$1.38K ﹤0.01% 2933
2024
Q3 		$5.48K Buy
418
+304
+267% +$4.59K ﹤0.01% 2416
2024
Q2 		$1.88K Buy
+114
New +$1.93K ﹤0.01% 2169
2022
Q2 		– Sell
-1,125
Closed -$58K – 787
2022
Q1 		$58K Buy
+1,125
New +$60.3K ﹤0.01% 336

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

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

Jones Financial Companies increased its Icahn Enterprises (IEP) stake by 62% in Q2 2026, buying an estimated $36.5K and bringing the position to 12,438 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Jones Financial Companies first reported a position in IEP in Q1 2022 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Jones Financial Companies held 12,438 shares of Icahn Enterprises worth $89.6K as of Q2 2026.
  • Jones Financial Companies bought 4,743 Icahn Enterprises shares in Q2 2026, an estimated $36.5K.
  • Icahn Enterprises made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2896 holding.
  • Jones Financial Companies first reported a position in Icahn Enterprises in Q1 2022 and has held it in 10 quarters since.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

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