Jones Financial Companies
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Jones Financial Companies’s ZipRecruiter ZIP Stock Holding History

Jones Financial Companies’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354 Sell
206
-794
-79% -$1.95K ﹤0.01% 4545
2025
Q4 		$3.9K Buy
+1,000
New +$4.5K ﹤0.01% 3601
2025
Q2 		– Sell
-780
Closed -$4.51K – 4177
2025
Q1 		$4.51K Hold
780
– – ﹤0.01% 2991
2024
Q4 		$5.65K Hold
780
– – ﹤0.01% 2717
2024
Q3 		$7.25K Buy
+780
New +$6.98K ﹤0.01% 2330

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