Jones Financial Companies
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Jones Financial Companies’s PAVmed PAVM Stock Holding History

Jones Financial Companies’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9 Sell
1
-7
-88% -$66 ﹤0.01% 4701
2025
Q4 		$54 Hold
8
– – ﹤0.01% 4340
2025
Q3 		$104 Hold
8
– – ﹤0.01% 4162
2025
Q2 		$148 Hold
8
– – ﹤0.01% 3930
2025
Q1 		$185 Buy
8
+7
+700% +$145 ﹤0.01% 3597
2024
Q4 		$18 Buy
+1
New +$30 ﹤0.01% 3403

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
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VFT
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jones Financial Companies reduced its PAVmed (PAVM) stake by 88% in Q1 2026, selling an estimated $66 and leaving 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #4701.

Jones Financial Companies first reported a position in PAVM in Q4 2024 and has held it in 6 quarters since. The position peaked at $185 in Q1 2025. 20 funds tracked by Wall St. Rank hold PAVM as of Q1 2026.

  • Jones Financial Companies held 1 share of PAVmed worth $9 as of Q1 2026.
  • Jones Financial Companies sold 7 PAVmed shares in Q1 2026, an estimated $66.
  • PAVmed made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4701 holding.
  • Jones Financial Companies first reported a position in PAVmed in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's PAVmed position peaked at $185 in Q1 2025.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q1 2026.

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