Jones Financial Companies
LPSN

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
Q2 		– Sell
-303
Closed -$788 – 5094
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 $8.42B AUM 61.81% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

Jones Financial Companies sold out of LivePerson (LPSN) in Q2 2026, closing a stake of 303 shares — an estimated $788 sold.

Jones Financial Companies first reported a position in LPSN in Q1 2025 and held it in 5 quarters. The position peaked at $12.1K in Q2 2025. 38 funds tracked by Wall St. Rank hold LPSN as of Q2 2026.

  • Jones Financial Companies reported no remaining LivePerson position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 303 LivePerson shares in Q2 2026, an estimated $788.
  • Jones Financial Companies first reported a position in LivePerson in Q1 2025 and held it in 5 quarters.
  • Jones Financial Companies's LivePerson position peaked at $12.1K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held LivePerson as of Q2 2026.

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