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
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 $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Jones Financial Companies reduced its MediaAlpha (MAX) stake by 98% in Q1 2026, selling an estimated $22.2K and leaving 57 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #4483.

Jones Financial Companies first reported a position in MAX in Q3 2024 and has held it in 5 quarters since. The position peaked at $30K in Q4 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Jones Financial Companies held 57 shares of MediaAlpha worth $517 as of Q1 2026.
  • Jones Financial Companies sold 2,256 MediaAlpha shares in Q1 2026, an estimated $22.2K.
  • MediaAlpha made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4483 holding.
  • Jones Financial Companies first reported a position in MediaAlpha in Q3 2024 and has held it in 5 quarters since.
  • Jones Financial Companies's MediaAlpha position peaked at $30K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

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