Jones Financial Companies
JOBY icon

Jones Financial Companies’s Joby Aviation JOBY Stock Holding History

Jones Financial Companies’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
164,450
+22,822
+16% +$221K ﹤0.01% 1708
2026
Q1 		$1.15M Buy
141,628
+27,299
+24% +$308K ﹤0.01% 1663
2025
Q4 		$1.51M Buy
114,329
+28,842
+34% +$443K ﹤0.01% 1075
2025
Q3 		$1.38M Buy
85,487
+44,332
+108% +$673K ﹤0.01% 1009
2025
Q2 		$389K Buy
41,155
+14,145
+52% +$102K ﹤0.01% 1379
2025
Q1 		$165K Buy
27,010
+18,307
+210% +$137K ﹤0.01% 1565
2024
Q4 		$70.8K Buy
8,703
+6,868
+374% +$45.5K ﹤0.01% 1755
2024
Q3 		$9.58K Buy
1,835
+1,558
+562% +$8.47K ﹤0.01% 2222
2024
Q2 		$1.41K Buy
+277
New +$1.38K ﹤0.01% 2228

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

Jones Financial Companies increased its Joby Aviation (JOBY) stake by 16% in Q2 2026, buying an estimated $221K and bringing the position to 164,450 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Jones Financial Companies first reported a position in JOBY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Jones Financial Companies held 164,450 shares of Joby Aviation worth $1.45M as of Q2 2026.
  • Jones Financial Companies bought 22,822 Joby Aviation shares in Q2 2026, an estimated $221K.
  • Joby Aviation made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1708 holding.
  • Jones Financial Companies first reported a position in Joby Aviation in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Joby Aviation position peaked at $1.51M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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