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JONES FINANCIAL COMPANIES LLLP: JPEM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 70,777 JPEM 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 70,777 shares
    Change vs previous 13F +3,506 shares

    <0.01% of the 13F portfolio, value $4,436,324.

    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 67,271 shares
    Change vs previous 13F +22,474 shares

    <0.01% of the 13F portfolio, value $4,047,718.

    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 44,797 shares
    Change vs previous 13F +9,161 shares

    <0.01% of the 13F portfolio, value $2,720,520.

    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 35,636 shares
    Change vs previous 13F +5,572 shares

    <0.01% of the 13F portfolio, value $2,088,092.

    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 30,064 shares
    Change vs previous 13F +5,038 shares

    <0.01% of the 13F portfolio, value $1,681,249.

    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 25,026 shares
    Change vs previous 13F -227 shares

    <0.01% of the 13F portfolio, value $1,321,882.

    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 25,253 shares
    Change vs previous 13F +7,482 shares

    <0.01% of the 13F portfolio, value $1,310,169.

    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 17,771 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,011,901.

    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).