Jones Financial Companies
RSPH icon

Jones Financial Companies’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Jones Financial Companies’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
48,504
+2,456
+5% +$78.8K ﹤0.01% 1576
2025
Q4 		$1.47M Buy
46,048
+5,744
+14% +$178K ﹤0.01% 1083
2025
Q3 		$1.16M Sell
40,304
-2,796
-6% -$80.9K ﹤0.01% 1078
2025
Q2 		$1.25M Buy
43,100
+8,657
+25% +$246K ﹤0.01% 924
2025
Q1 		$1.02M Buy
34,443
+11,592
+51% +$352K ﹤0.01% 852
2024
Q4 		$670K Buy
22,851
+2,609
+13% +$80.2K ﹤0.01% 876
2024
Q3 		$650K Buy
20,242
+11,320
+127% +$354K ﹤0.01% 729
2024
Q2 		$268K Buy
+8,922
New +$271K ﹤0.01% 743

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JP Morgan Chase
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MCM
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CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return