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JONES FINANCIAL COMPANIES LLLP: JPUS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 64,225 JPUS 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 64,225 shares
    Change vs previous 13F +12,372 shares

    <0.01% of the 13F portfolio, value $9,015,066.

    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 51,853 shares
    Change vs previous 13F +10,213 shares

    <0.01% of the 13F portfolio, value $6,661,476.

    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 41,640 shares
    Change vs previous 13F +3,447 shares

    <0.01% of the 13F portfolio, value $5,161,007.

    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 38,193 shares
    Change vs previous 13F +10,980 shares

    <0.01% of the 13F portfolio, value $4,711,468.

    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 27,213 shares
    Change vs previous 13F +6,371 shares

    <0.01% of the 13F portfolio, value $3,200,196.

    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 20,842 shares
    Change vs previous 13F +4,350 shares

    <0.01% of the 13F portfolio, value $2,376,872.

    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 16,492 shares
    Change vs previous 13F +8,092 shares

    <0.01% of the 13F portfolio, value $1,881,883.

    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 8,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,002,889.

    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).