Jones Financial Companies
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Jones Financial Companies’s JELD-WEN Holding JELD Stock Holding History

Jones Financial Companies’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Buy
1,050
+950
+950% +$1.46K ﹤0.01% 4504
2026
Q1 		$114 Hold
100
– – ﹤0.01% 4631
2025
Q4 		$246 Buy
+100
New +$328 ﹤0.01% 4250
2025
Q2 		– Sell
-204
Closed -$1.23K – 4104
2025
Q1 		$1.23K Buy
+204
New +$1.51K ﹤0.01% 3356

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Jones Financial Companies increased its JELD-WEN Holding (JELD) stake by 950% in Q2 2026, buying an estimated $1.46K and bringing the position to 1,050 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4504.

Jones Financial Companies first reported a position in JELD in Q1 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Jones Financial Companies held 1,050 shares of JELD-WEN Holding worth $1.51K as of Q2 2026.
  • Jones Financial Companies bought 950 JELD-WEN Holding shares in Q2 2026, an estimated $1.46K.
  • JELD-WEN Holding made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4504 holding.
  • Jones Financial Companies first reported a position in JELD-WEN Holding in Q1 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

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