Jones Financial Companies
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Jones Financial Companies’s MediaAlpha MAX Stock Holding History

Jones Financial Companies’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-57
Closed -$517 – 5099
2026
Q1 		$517 Sell
57
-2,256
-98% -$22.2K ﹤0.01% 4483
2025
Q4 		$30K Buy
+2,313
New +$28.3K ﹤0.01% 2759
2025
Q2 		– Sell
-700
Closed -$6.54K – 4117
2025
Q1 		$6.54K Buy
700
+200
+40% +$2.13K ﹤0.01% 2863
2024
Q4 		$5.64K Buy
500
+100
+25% +$1.44K ﹤0.01% 2718
2024
Q3 		$7.28K Buy
+400
New +$6.38K ﹤0.01% 2329

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

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

Jones Financial Companies sold out of MediaAlpha (MAX) in Q2 2026, closing a stake of 57 shares — an estimated $517 sold.

Jones Financial Companies first reported a position in MAX in Q3 2024 and held it in 5 quarters. The position peaked at $30K in Q4 2025. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Jones Financial Companies reported no remaining MediaAlpha position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 57 MediaAlpha shares in Q2 2026, an estimated $517.
  • Jones Financial Companies first reported a position in MediaAlpha in Q3 2024 and held it in 5 quarters.
  • Jones Financial Companies's MediaAlpha position peaked at $30K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

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