Jones Financial Companies
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Jones Financial Companies’s iShares Global Utilities ETF JXI Stock Holding History

Jones Financial Companies’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$595K Buy
7,026
+1,376
+24% +$115K ﹤0.01% 1955
2025
Q4 		$444K Buy
5,650
+1,811
+47% +$145K ﹤0.01% 1571
2025
Q3 		$296K Buy
3,839
+1,586
+70% +$119K ﹤0.01% 1630
2025
Q2 		$165K Buy
2,253
+289
+15% +$20.6K ﹤0.01% 1733
2025
Q1 		$135K Buy
1,964
+968
+97% +$64.3K ﹤0.01% 1647
2024
Q4 		$63.9K Buy
996
+436
+78% +$29.6K ﹤0.01% 1785
2024
Q3 		$39.5K Buy
560
+241
+76% +$15.7K ﹤0.01% 1722
2024
Q2 		$19.1K Buy
+319
New +$19.5K ﹤0.01% 1548
2024
Q1 		– Sell
-100
Closed -$5.84K – 1412
2023
Q4 		$5.84K Buy
+100
New +$5.62K ﹤0.01% 743

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Global Utilities ETF (JXI) stake by 24% in Q1 2026, buying an estimated $115K and bringing the position to 7,026 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Jones Financial Companies first reported a position in JXI in Q4 2023 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Jones Financial Companies held 7,026 shares of iShares Global Utilities ETF worth $595K as of Q1 2026.
  • Jones Financial Companies bought 1,376 iShares Global Utilities ETF shares in Q1 2026, an estimated $115K.
  • iShares Global Utilities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1955 holding.
  • Jones Financial Companies first reported a position in iShares Global Utilities ETF in Q4 2023 and has held it in 9 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

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