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JONES FINANCIAL COMPANIES LLLP: JPSE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 161,891 JPSE 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 161,891 shares
    Change vs previous 13F +26,762 shares

    <0.01% of the 13F portfolio, value $9,710,241.

    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 135,129 shares
    Change vs previous 13F +25,654 shares

    <0.01% of the 13F portfolio, value $6,996,431.

    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 109,475 shares
    Change vs previous 13F +18,244 shares

    <0.01% of the 13F portfolio, value $5,481,853.

    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 91,231 shares
    Change vs previous 13F +9,093 shares

    <0.01% of the 13F portfolio, value $4,549,681.

    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 82,138 shares
    Change vs previous 13F +6,871 shares

    <0.01% of the 13F portfolio, value $3,735,618.

    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 75,267 shares
    Change vs previous 13F +4,319 shares

    <0.01% of the 13F portfolio, value $3,270,370.

    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 70,948 shares
    Change vs previous 13F +27,622 shares

    <0.01% of the 13F portfolio, value $3,320,952.

    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 43,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,080,491.

    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).