Jones Financial Companies
ZM icon

Jones Financial Companies’s Zoom ZM Stock Holding History

Jones Financial Companies’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
22,491
+1,162
+5% +$110K ﹤0.01% 1595
2026
Q1 		$1.66M Buy
21,329
+9,517
+81% +$797K ﹤0.01% 1505
2025
Q4 		$1.02M Buy
11,812
+1,300
+12% +$109K ﹤0.01% 1224
2025
Q3 		$888K Sell
10,512
-152
-1% -$11.9K ﹤0.01% 1181
2025
Q2 		$836K Sell
10,664
-643
-6% -$49.7K ﹤0.01% 1072
2025
Q1 		$846K Buy
11,307
+2,603
+30% +$207K ﹤0.01% 927
2024
Q4 		$710K Buy
8,704
+2,307
+36% +$181K ﹤0.01% 859
2024
Q3 		$445K Buy
+6,397
New +$400K ﹤0.01% 864
2024
Q2 		– Sell
-335
Closed -$21.9K – 2457
2024
Q1 		$21.9K Buy
+335
New +$22.3K ﹤0.01% 885
2023
Q1 		– Sell
-15
Closed -$1K – 797
2022
Q4 		$1K Buy
+15
New +$1.14K ﹤0.01% 721

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Jones Financial Companies increased its Zoom (ZM) stake by 5.4% in Q2 2026, buying an estimated $110K and bringing the position to 22,491 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Jones Financial Companies first reported a position in ZM in Q4 2022 and has held it in 10 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Jones Financial Companies held 22,491 shares of Zoom worth $1.95M as of Q2 2026.
  • Jones Financial Companies bought 1,162 Zoom shares in Q2 2026, an estimated $110K.
  • Zoom made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1595 holding.
  • Jones Financial Companies first reported a position in Zoom in Q4 2022 and has held it in 10 quarters since.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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