Jones Financial Companies
R icon

Jones Financial Companies’s Ryder R Stock Holding History

Jones Financial Companies’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.3M Buy
163,716
+162,284
+11,333% +$32.8M 0.02% 459
2025
Q4 		$274K Buy
1,432
+204
+17% +$36.7K ﹤0.01% 1769
2025
Q3 		$231K Sell
1,228
-681
-36% -$123K ﹤0.01% 1730
2025
Q2 		$307K Buy
1,909
+1,177
+161% +$173K ﹤0.01% 1482
2025
Q1 		$103K Buy
732
+240
+49% +$37.4K ﹤0.01% 1762
2024
Q4 		$77.2K Buy
492
+16
+3% +$2.5K ﹤0.01% 1715
2024
Q3 		$69.2K Buy
476
+117
+33% +$15.9K ﹤0.01% 1520
2024
Q2 		$44.5K Buy
+359
New +$43.3K ﹤0.01% 1290
2024
Q1 		– Sell
-32
Closed -$3.68K – 1437
2023
Q4 		$3.68K Buy
32
+27
+540% +$2.84K ﹤0.01% 803
2023
Q3 		$535 Buy
+5
New +$487 ﹤0.01% 668

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return