Jones Financial Companies
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Jones Financial Companies’s San Juan Basin Royalty Trust SJT Stock Holding History

Jones Financial Companies’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$291 – 4358
2025
Q2 		$291 Buy
+50
New +$304 ﹤0.01% 3874

Other funds holding SJT

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CC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies's SJT Position: Q3 2025 in Review

Jones Financial Companies sold out of San Juan Basin Royalty Trust (SJT) in Q3 2025, closing a stake of 50 shares — an estimated $291 sold.

Jones Financial Companies first reported a position in SJT in Q2 2025 and held it in 1 quarter. The position peaked at $291 in Q2 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q3 2025.

  • Jones Financial Companies reported no remaining San Juan Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 50 San Juan Basin Royalty Trust shares in Q3 2025, an estimated $291.
  • Jones Financial Companies first reported a position in San Juan Basin Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's San Juan Basin Royalty Trust position peaked at $291 in Q2 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.