Jones Financial Companies
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Jones Financial Companies’s Suburban Propane Partners SPH Stock Holding History

Jones Financial Companies’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$251K Buy
12,316
+267
+2% +$5.33K ﹤0.01% 2314
2025
Q4 		$223K Buy
12,049
+2,240
+23% +$42K ﹤0.01% 1858
2025
Q3 		$182K Buy
9,809
+1,023
+12% +$18.9K ﹤0.01% 1822
2025
Q2 		$164K Buy
8,786
+1,690
+24% +$32.8K ﹤0.01% 1739
2025
Q1 		$151K Buy
7,096
+309
+5% +$6.3K ﹤0.01% 1608
2024
Q4 		$117K Buy
6,787
+40
+0.6% +$736 ﹤0.01% 1567
2024
Q3 		$120K Buy
6,747
+5,821
+629% +$105K ﹤0.01% 1330
2024
Q2 		$17.6K Buy
+926
New +$18.2K ﹤0.01% 1577
2022
Q2 		– Sell
-65
Closed -$1K – 835
2022
Q1 		$1K Buy
+65
New +$985 ﹤0.01% 677

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return