Jones Financial Companies
MBAI

Jones Financial Companies’s Check-Cap MBAI Stock Holding History

Jones Financial Companies’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$176 – 3428
2024
Q3 		$176 Buy
+150
New +$281 ﹤0.01% 2950

Other funds holding MBAI

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VF
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BNP Paribas Financial Markets
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JP Morgan Chase
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IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return