Jones Financial Companies
IPX

Jones Financial Companies’s IperionX IPX Stock Holding History

Jones Financial Companies’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.3K Hold
706
– – ﹤0.01% 3373
2025
Q4 		$25.5K Buy
706
+6
+0.9% +$246 ﹤0.01% 2831
2025
Q3 		$35.5K Buy
+700
New +$28.4K ﹤0.01% 2522

Other funds holding IPX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies's IPX Position: Q1 2026 in Review

Jones Financial Companies held its IperionX (IPX) position steady in Q1 2026 at 706 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Jones Financial Companies first reported a position in IPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.5K in Q3 2025. 45 funds tracked by Wall St. Rank hold IPX as of Q1 2026.

  • Jones Financial Companies held 706 shares of IperionX worth $16.3K as of Q1 2026.
  • Jones Financial Companies left its IperionX share count unchanged in Q1 2026.
  • IperionX made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3373 holding.
  • Jones Financial Companies first reported a position in IperionX in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's IperionX position peaked at $35.5K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held IperionX as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.