Jones Financial Companies
P

Jones Financial Companies’s Everpure Inc P Stock Holding History

Jones Financial Companies’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$853K Buy
14,458
+2,896
+25% +$196K ﹤0.01% 1788
2025
Q4 		$775K Buy
11,562
+4,735
+69% +$396K ﹤0.01% 1333
2025
Q3 		$563K Buy
6,827
+2,907
+74% +$193K ﹤0.01% 1348
2025
Q2 		$217K Buy
3,920
+1,181
+43% +$58.8K ﹤0.01% 1628
2025
Q1 		$126K Buy
2,739
+1,063
+63% +$64.1K ﹤0.01% 1676
2024
Q4 		$103K Buy
1,676
+366
+28% +$20.4K ﹤0.01% 1618
2024
Q3 		$64.9K Buy
1,310
+1,163
+791% +$65.7K ﹤0.01% 1548
2024
Q2 		$9.44K Buy
+147
New +$8.51K ﹤0.01% 1777
2023
Q1 		– Sell
-31
Closed -$1K – 736
2022
Q4 		$1K Buy
+31
New +$901 ﹤0.01% 695

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Jones Financial Companies increased its Everpure Inc (P) stake by 25% in Q1 2026, buying an estimated $196K and bringing the position to 14,458 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Jones Financial Companies first reported a position in P in Q4 2022 and has held it in 9 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Jones Financial Companies held 14,458 shares of Everpure Inc worth $853K as of Q1 2026.
  • Jones Financial Companies bought 2,896 Everpure Inc shares in Q1 2026, an estimated $196K.
  • Everpure Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1788 holding.
  • Jones Financial Companies first reported a position in Everpure Inc in Q4 2022 and has held it in 9 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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