Jones Financial Companies’s Neptune Insurance Holdings NP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$345K	Buy	+14,991	New	+$347K	﹤0.01%	2205

Other funds holding NP

FMC

FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return

BSI

Bregal Sagemount IV St. Helier $472M AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Neptune Insurance Holdings (NP) in Q1 2026: 14,991 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #2205 among its holdings.

99 funds tracked by Wall St. Rank hold NP as of Q1 2026.

Jones Financial Companies held 14,991 shares of Neptune Insurance Holdings worth $345K as of Q1 2026.
Neptune Insurance Holdings was a new Jones Financial Companies position in Q1 2026.
Neptune Insurance Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2205 holding.
99 funds tracked by Wall St. Rank held Neptune Insurance Holdings as of Q1 2026.

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