Jones Financial Companies
UP icon

Jones Financial Companies’s Wheels Up UP Stock Holding History

Jones Financial Companies’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72K Buy
326
+109
+50% +$833 ﹤0.01% 4338
2026
Q1 		$1.88K Buy
217
+92
+74% +$1.2K ﹤0.01% 4167
2025
Q4 		$1.64K Hold
125
– – ﹤0.01% 3880
2025
Q3 		$4.94K Buy
125
+119
+1,983% +$4.34K ﹤0.01% 3363
2025
Q2 		$143 Hold
6
– – ﹤0.01% 3932
2025
Q1 		$118 Buy
+6
New +$165 ﹤0.01% 3614

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jones Financial Companies increased its Wheels Up (UP) stake by 50% in Q2 2026, buying an estimated $833 and bringing the position to 326 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #4338.

Jones Financial Companies first reported a position in UP in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.94K in Q3 2025. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Jones Financial Companies held 326 shares of Wheels Up worth $2.72K as of Q2 2026.
  • Jones Financial Companies bought 109 Wheels Up shares in Q2 2026, an estimated $833.
  • Wheels Up made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4338 holding.
  • Jones Financial Companies first reported a position in Wheels Up in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's Wheels Up position peaked at $4.94K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

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