Jones Financial Companies
LPSN icon

Jones Financial Companies’s LivePerson LPSN Stock Holding History

Jones Financial Companies’s Portfolio LPSN Stock Details LPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$788 Hold
303
– – ﹤0.01% 4408
2025
Q4 		$1.17K Hold
303
– – ﹤0.01% 3975
2025
Q3 		$2.94K Sell
303
-563
-65% -$7.92K ﹤0.01% 3566
2025
Q2 		$12.1K Hold
866
– – ﹤0.01% 2803
2025
Q1 		$10.4K Buy
+866
New +$15.4K ﹤0.01% 2683

Other funds holding LPSN

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Jones Financial Companies held its LivePerson (LPSN) position steady in Q1 2026 at 303 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Jones Financial Companies first reported a position in LPSN in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.1K in Q2 2025. 41 funds tracked by Wall St. Rank hold LPSN as of Q1 2026.

  • Jones Financial Companies held 303 shares of LivePerson worth $788 as of Q1 2026.
  • Jones Financial Companies left its LivePerson share count unchanged in Q1 2026.
  • LivePerson made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4408 holding.
  • Jones Financial Companies first reported a position in LivePerson in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's LivePerson position peaked at $12.1K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held LivePerson as of Q1 2026.

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