Jones Financial Companies
OPTT icon

Jones Financial Companies’s Ocean Power Technologies OPTT Stock Holding History

Jones Financial Companies’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33 Hold
100
– – ﹤0.01% 4682
2025
Q4 		$30 Hold
100
– – ﹤0.01% 4359
2025
Q3 		$52 Hold
100
– – ﹤0.01% 4182
2025
Q2 		$49 Hold
100
– – ﹤0.01% 3974
2025
Q1 		$47 Hold
100
– – ﹤0.01% 3658
2024
Q4 		$102 Buy
+100
New +$25 ﹤0.01% 3351

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jones Financial Companies held its Ocean Power Technologies (OPTT) position steady in Q1 2026 at 100 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #4682.

Jones Financial Companies first reported a position in OPTT in Q4 2024 and has held it in 6 quarters since. The position peaked at $102 in Q4 2024. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

  • Jones Financial Companies held 100 shares of Ocean Power Technologies worth $33 as of Q1 2026.
  • Jones Financial Companies left its Ocean Power Technologies share count unchanged in Q1 2026.
  • Ocean Power Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4682 holding.
  • Jones Financial Companies first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Ocean Power Technologies position peaked at $102 in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

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