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
Q2 		$25 Hold
3
– – ﹤0.01% 4926
2026
Q1 		$33 Hold
3
– – ﹤0.01% 4682
2025
Q4 		$30 Hold
3
– – ﹤0.01% 4359
2025
Q3 		$52 Hold
3
– – ﹤0.01% 4182
2025
Q2 		$49 Hold
3
– – ﹤0.01% 3974
2025
Q1 		$47 Hold
3
– – ﹤0.01% 3658
2024
Q4 		$102 Buy
+3
New +$23 ﹤0.01% 3351

Other funds holding OPTT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies's OPTT Position: Q2 2026 in Review

Jones Financial Companies held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 3 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #4926.

Jones Financial Companies first reported a position in OPTT in Q4 2024 and has held it in 7 quarters since. The position peaked at $102 in Q4 2024. 78 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Jones Financial Companies held 3 shares of Ocean Power Technologies worth $25 as of Q2 2026.
  • Jones Financial Companies left its Ocean Power Technologies share count unchanged in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4926 holding.
  • Jones Financial Companies first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Ocean Power Technologies position peaked at $102 in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.