Jones Financial Companies
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Jones Financial Companies’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Jones Financial Companies’s Portfolio UMMA Stock Details UMMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363K Buy
12,196
+3,738
+44% +$120K ﹤0.01% 2189
2025
Q4 		$250K Buy
8,458
+4,447
+111% +$128K ﹤0.01% 1810
2025
Q3 		$109K Buy
4,011
+1,981
+98% +$52.8K ﹤0.01% 2054
2025
Q2 		$54K Buy
2,030
+909
+81% +$22.5K ﹤0.01% 2198
2025
Q1 		$26.9K Buy
+1,121
New +$27.8K ﹤0.01% 2312

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jones Financial Companies's UMMA Position: Q1 2026 in Review

Jones Financial Companies increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 44% in Q1 2026, buying an estimated $120K and bringing the position to 12,196 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Jones Financial Companies first reported a position in UMMA in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • Jones Financial Companies held 12,196 shares of Wahed Dow Jones Islamic World ETF worth $363K as of Q1 2026.
  • Jones Financial Companies bought 3,738 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $120K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2189 holding.
  • Jones Financial Companies first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.