Jones Financial Companies’s Monogram Orthopaedics MGRM Stock Holding History

Jones Financial Companies’s Portfolio MGRM Stock Details MGRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-455	Closed	-$2.69K	–	4523
2025 Q3	$2.69K	Hold	455	–	–	﹤0.01%	3591
2025 Q2	$1.32K	Hold	455	–	–	﹤0.01%	3590
2025 Q1	$1.27K	Buy	455 +400	+727%	+$1.06K	﹤0.01%	3347
2024 Q4	$130	Hold	55	–	–	﹤0.01%	3334
2024 Q3	$146	Buy	+55	New	+$143	﹤0.01%	2958

Jones Financial Companies's MGRM Position: Q4 2025 in Review

Jones Financial Companies sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 455 shares — an estimated $2.69K sold.

Jones Financial Companies first reported a position in MGRM in Q3 2024 and held it in 5 quarters. The position peaked at $2.69K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Jones Financial Companies reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Jones Financial Companies sold 455 Monogram Orthopaedics shares in Q4 2025, an estimated $2.69K.
Jones Financial Companies first reported a position in Monogram Orthopaedics in Q3 2024 and held it in 5 quarters.
Jones Financial Companies's Monogram Orthopaedics position peaked at $2.69K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.