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JONES FINANCIAL COMPANIES LLLP: J position timeline

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

JONES FINANCIAL COMPANIES LLLP held 587,760 J 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 587,760 shares
    Change vs previous 13F -83,716 shares

    0.03% of the 13F portfolio, value $73,877,990.

    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 671,476 shares
    Change vs previous 13F +538,818 shares

    0.04% of the 13F portfolio, value $84,543,377.

    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 132,658 shares
    Change vs previous 13F +12,237 shares

    0.01% of the 13F portfolio, value $17,571,928.

    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 120,421 shares
    Change vs previous 13F +9,734 shares

    0.01% of the 13F portfolio, value $17,823,060.

    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 110,687 shares
    Change vs previous 13F +20,211 shares

    0.01% of the 13F portfolio, value $14,406,257.

    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 90,476 shares
    Change vs previous 13F +23,155 shares

    0.01% of the 13F portfolio, value $10,964,644.

    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 67,321 shares
    Change vs previous 13F +20,435 shares

    0.01% of the 13F portfolio, value $8,995,481.

    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 46,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,067,110.

    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).