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
Q2 		$56 Hold
67
– – ﹤0.01% 4908
2026
Q1 		$67 Buy
+67
New +$90 ﹤0.01% 4658

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MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jones Financial Companies held its Upexi (UPXI) position steady in Q2 2026 at 67 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #4908.

Jones Financial Companies first reported a position in UPXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $67 in Q1 2026. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Jones Financial Companies held 67 shares of Upexi worth $56 as of Q2 2026.
  • Jones Financial Companies left its Upexi share count unchanged in Q2 2026.
  • Upexi made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4908 holding.
  • Jones Financial Companies first reported a position in Upexi in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's Upexi position peaked at $67 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

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