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JONES FINANCIAL COMPANIES LLLP: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on AXP, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 484,003 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484,003 shares
    Change vs previous 13F +139,449 shares

    0.07% of the 13F portfolio, value $164,729,366.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 344,554 shares
    Change vs previous 13F +244,370 shares

    0.05% of the 13F portfolio, value $100,731,444.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 100,184 shares
    Change vs previous 13F +13,103 shares

    0.02% of the 13F portfolio, value $37,063,009.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,081 shares
    Change vs previous 13F +14,100 shares

    0.02% of the 13F portfolio, value $29,729,693.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,981 shares
    Change vs previous 13F +17,467 shares

    0.02% of the 13F portfolio, value $23,154,189.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 55,514 shares
    Change vs previous 13F +18,017 shares

    0.01% of the 13F portfolio, value $14,748,509.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,497 shares
    Change vs previous 13F +12,035 shares

    0.01% of the 13F portfolio, value $11,128,761.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,462 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,902,033.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).