Jones Financial Companies
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Jones Financial Companies’s United Microelectronic UMC Stock Holding History

Jones Financial Companies’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
12,490
+4,420
+55% +$75.5K ﹤0.01% 2394
2026
Q1 		$71.6K Buy
8,070
+3,603
+81% +$35.1K ﹤0.01% 2807
2025
Q4 		$35.1K Buy
4,467
+41
+0.9% +$311 ﹤0.01% 2687
2025
Q3 		$33.4K Sell
4,426
-836
-16% -$5.93K ﹤0.01% 2549
2025
Q2 		$40.4K Buy
5,262
+1,602
+44% +$11.9K ﹤0.01% 2311
2025
Q1 		$24K Buy
3,660
+353
+11% +$2.25K ﹤0.01% 2362
2024
Q4 		$21.5K Buy
3,307
+504
+18% +$3.61K ﹤0.01% 2229
2024
Q3 		$24.5K Buy
2,803
+1,533
+121% +$12.8K ﹤0.01% 1881
2024
Q2 		$11.1K Buy
+1,270
New +$10.5K ﹤0.01% 1728

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Jones Financial Companies's UMC Position: Q2 2026 in Review

Jones Financial Companies increased its United Microelectronic (UMC) stake by 55% in Q2 2026, buying an estimated $75.5K and bringing the position to 12,490 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Jones Financial Companies first reported a position in UMC in Q2 2024 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Jones Financial Companies held 12,490 shares of United Microelectronic worth $319K as of Q2 2026.
  • Jones Financial Companies bought 4,420 United Microelectronic shares in Q2 2026, an estimated $75.5K.
  • United Microelectronic made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2394 holding.
  • Jones Financial Companies first reported a position in United Microelectronic in Q2 2024 and has held it in 9 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.