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JONES FINANCIAL COMPANIES LLLP: JPEF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 552,306 JPEF 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 552,306 shares
    Change vs previous 13F +35,081 shares

    0.02% of the 13F portfolio, value $43,478,613.

    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 517,225 shares
    Change vs previous 13F +4,466 shares

    0.02% of the 13F portfolio, value $36,179,875.

    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 512,759 shares
    Change vs previous 13F +45,189 shares

    0.02% of the 13F portfolio, value $38,296,398.

    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 467,570 shares
    Change vs previous 13F +99,690 shares

    0.02% of the 13F portfolio, value $34,609,540.

    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 367,880 shares
    Change vs previous 13F +135,255 shares

    0.02% of the 13F portfolio, value $25,689,061.

    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 232,625 shares
    Change vs previous 13F +110,398 shares

    0.01% of the 13F portfolio, value $14,713,548.

    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 122,227 shares
    Change vs previous 13F +70,145 shares

    0.01% of the 13F portfolio, value $8,202,635.

    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 52,082 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,396,788.

    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).