Jones Financial Companies
UPWK icon

Jones Financial Companies’s Upwork UPWK Stock Holding History

Jones Financial Companies’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.5K Buy
3,177
+2,437
+329% +$38.4K ﹤0.01% 3083
2025
Q4 		$14.7K Buy
740
+40
+6% +$734 ﹤0.01% 3062
2025
Q3 		$13.4K Sell
700
-300
-30% -$4.47K ﹤0.01% 2972
2025
Q2 		$13.6K Sell
1,000
-4,278
-81% -$61.4K ﹤0.01% 2753
2025
Q1 		$69.7K Buy
5,278
+3,978
+306% +$60.6K ﹤0.01% 1926
2024
Q4 		$21.3K Sell
1,300
-1,326
-50% -$19.1K ﹤0.01% 2232
2024
Q3 		$27.7K Buy
2,626
+85
+3% +$887 ﹤0.01% 1845
2024
Q2 		$27.3K Sell
2,541
-881
-26% -$9.99K ﹤0.01% 1455
2024
Q1 		$42K Buy
3,422
+2,650
+343% +$36.1K ﹤0.01% 763
2023
Q4 		$11.5K Buy
+772
New +$9.96K ﹤0.01% 665

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VPM
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LSV Asset Management
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AA
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VCM
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return