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JONES FINANCIAL COMPANIES LLLP: JPM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,180,764 JPM 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 2,180,764 shares
    Change vs previous 13F +214,405 shares

    0.29% of the 13F portfolio, value $717,373,629.

    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 1,966,359 shares
    Change vs previous 13F +834,820 shares

    0.27% of the 13F portfolio, value $557,549,385.

    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 1,131,539 shares
    Change vs previous 13F +106,078 shares

    0.22% of the 13F portfolio, value $364,614,496.

    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 1,025,461 shares
    Change vs previous 13F +109,565 shares

    0.22% of the 13F portfolio, value $324,030,512.

    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 915,896 shares
    Change vs previous 13F +145,900 shares

    0.2% of the 13F portfolio, value $263,304,665.

    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 769,996 shares
    Change vs previous 13F +168,224 shares

    0.17% of the 13F portfolio, value $187,275,102.

    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 601,772 shares
    Change vs previous 13F +156,741 shares

    0.14% of the 13F portfolio, value $144,250,786.

    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 445,031 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $93,721,983.

    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).