Jones Financial Companies
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Jones Financial Companies’s Ideal Power IPWR Stock Holding History

Jones Financial Companies’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.15K Buy
1,199
+892
+291% +$4.54K ﹤0.01% 4009
2026
Q1 		$884 Hold
307
– – ﹤0.01% 4378
2025
Q4 		$949 Hold
307
– – ﹤0.01% 4029
2025
Q3 		$1.55K Buy
+307
New +$1.59K ﹤0.01% 3773

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Jones Financial Companies increased its Ideal Power (IPWR) stake by 291% in Q2 2026, buying an estimated $4.54K and bringing the position to 1,199 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4009.

Jones Financial Companies first reported a position in IPWR in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

  • Jones Financial Companies held 1,199 shares of Ideal Power worth $6.15K as of Q2 2026.
  • Jones Financial Companies bought 892 Ideal Power shares in Q2 2026, an estimated $4.54K.
  • Ideal Power made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4009 holding.
  • Jones Financial Companies first reported a position in Ideal Power in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

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