Jones Financial Companies
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Jones Financial Companies’s VanEck Short Muni ETF SMB Stock Holding History

Jones Financial Companies’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.36M Buy
78,523
+24,170
+44% +$421K ﹤0.01% 1599
2025
Q4 		$946K Buy
54,353
+12,874
+31% +$223K ﹤0.01% 1251
2025
Q3 		$722K Buy
41,479
+15,269
+58% +$265K ﹤0.01% 1245
2025
Q2 		$452K Buy
26,210
+4,718
+22% +$80.6K ﹤0.01% 1314
2025
Q1 		$368K Buy
21,492
+1,183
+6% +$20.3K ﹤0.01% 1251
2024
Q4 		$347K Buy
20,309
+10,069
+98% +$173K ﹤0.01% 1133
2024
Q3 		$177K Buy
10,240
+319
+3% +$5.48K ﹤0.01% 1176
2024
Q2 		$169K Buy
9,921
+58
+0.6% +$984 ﹤0.01% 884
2024
Q1 		$168K Buy
9,863
+35
+0.4% +$597 ﹤0.01% 489
2023
Q4 		$168K Buy
+9,828
New +$166K ﹤0.01% 352

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return