Jones Financial Companies
PLUS icon

Jones Financial Companies’s ePlus PLUS Stock Holding History

Jones Financial Companies’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$697K Buy
8,727
+325
+4% +$27K ﹤0.01% 2068
2026
Q1 		$629K Buy
8,402
+8,183
+3,737% +$671K ﹤0.01% 1933
2025
Q4 		$19.2K Buy
219
+200
+1,053% +$16.5K ﹤0.01% 2941
2025
Q3 		$1.36K Sell
19
-158
-89% -$11.1K ﹤0.01% 3814
2025
Q2 		$13K Buy
177
+62
+54% +$4.08K ﹤0.01% 2776
2025
Q1 		$7.12K Sell
115
-306
-73% -$21.6K ﹤0.01% 2845
2024
Q4 		$31.1K Buy
421
+303
+257% +$26.5K ﹤0.01% 2071
2024
Q3 		$11.7K Buy
+118
New +$10.4K ﹤0.01% 2163

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Jones Financial Companies increased its ePlus (PLUS) stake by 3.9% in Q2 2026, buying an estimated $27K and bringing the position to 8,727 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Jones Financial Companies first reported a position in PLUS in Q3 2024 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Jones Financial Companies held 8,727 shares of ePlus worth $697K as of Q2 2026.
  • Jones Financial Companies bought 325 ePlus shares in Q2 2026, an estimated $27K.
  • ePlus made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2068 holding.
  • Jones Financial Companies first reported a position in ePlus in Q3 2024 and has held it in 8 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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