Jones Financial Companies
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Jones Financial Companies’s Upexi UPXI Stock Holding History

Jones Financial Companies’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67 Buy
+67
New +$90 ﹤0.01% 4658

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Jones Financial Companies opened a new position in Upexi (UPXI) in Q1 2026: 67 shares worth $67. The stake represents ﹤0.01% of the portfolio and ranks #4658 among its holdings.

55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Jones Financial Companies held 67 shares of Upexi worth $67 as of Q1 2026.
  • Upexi was a new Jones Financial Companies position in Q1 2026.
  • Upexi made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4658 holding.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

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