Jones Financial Companies Lllp Purchases in Q2 2025

Jones Financial Companies Lllp

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.79M
+ 8.64%
$329.49 - $438.4 $918M - $1.22B
35.1M $15.4B
IVV
Ishares Core S&P 500 ETF

ETFs
2.32M
+ 16.23%
$498.8 - $620.9 $1.16B - $1.44B
16.6M $10.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.5M
+ 23.4%
$456.74 - $568.03 $1.14B - $1.42B
13.2M $7.49B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.1M
+ 42.24%
$58.41 - $72.69 $767M - $954M
44.2M $3.21B
VO
Vanguard Mid Cap ETF

ETFs
2.63M
+ 14.32%
$228.54 - $279.83 $601M - $736M
21M $5.87B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.21M
+ 4.83%
$74.88 - $91.97 $241M - $296M
69.7M $6.41B
IEFA
Ishares Tr

ETFs
468K
+ 0.52%
$67.83 - $84.09 $31.7M - $39.4M
89.7M $7.49B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.76M
+ 4.88%
$96.84 - $99.46 $655M - $672M
145M $14.4B
VV
Vanguard Large Cap ETF

ETFs
657K
+ 4.08%
$228.25 - $285.3 $150M - $188M
16.8M $4.79B
IWB
Ishares Tr Russell 1000 ETF

ETFs
588K
+ 5.74%
$272.36 - $339.57 $160M - $200M
10.8M $3.68B
NVDA
Nvidia Corp

Technology
642K
+ 20.66%
$94.31 - $157.99 $60.6M - $101M
3.75M $593M
MSFT
Microsoft Corp

Technology
217K
+ 19.81%
$354.56 - $497.45 $77.1M - $108M
1.32M $654M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.39M
+ 7.04%
$45.12 - $46.23 $198M - $203M
66.8M $3.09B
AVDV
American Centy ETF Tr Avantis

ETFs
1.59M
+ 25.65%
$61.76 - $79.32 $98M - $126M
7.78M $617M
AVGO
Broadcom Inc.

Technology
187K
+ 15.57%
$146.29 - $275.65 $27.3M - $51.4M
1.38M $382M
AMZN
Amazon Com Inc

Consumer Cyclical
533K
+ 26.26%
$167.32 - $223.3 $89.2M - $119M
2.56M $562M
VB
Vanguard Small Cap ETF

ETFs
307K
+ 4.61%
$193.73 - $237.37 $59.5M - $72.9M
6.96M $1.65B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
553K
+ 43.77%
$171.4 - $227.1 $94.7M - $126M
1.82M $412M
IWS
Ishares Russell Midcap Value E

ETFs
748K
+ 7.44%
$110.58 - $132.14 $82.7M - $98.8M
10.8M $1.43B
IWP
Ishares Russell Mid Cap Growth

ETFs
370K
+ 7.62%
$104.34 - $138.68 $38.6M - $51.4M
5.23M $726M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
73.9K
+ 1.21%
$113.67 - $150.4 $8.4M - $11.1M
6.17M $927M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
445K
+ 4.37%
$57.14 - $72.68 $25.4M - $32.3M
10.6M $773M
GOOGL
Alphabet Inc.

Communication Services
478K
+ 26.35%
$144.7 - $178.6 $69.2M - $85.4M
2.29M $404M
DGRO
Ishares Core Dividend Growth E

ETFs
1.56M
+ 26.66%
$55.22 - $63.94 $86M - $99.5M
7.39M $473M
META
Meta Platforms, Inc.

Communication Services
83.2K
+ 29.34%
$484.66 - $738.09 $40.3M - $61.4M
367K $271M
SPY
Spdr S&P 500 ETF Trust

ETFs
89.7K
+ 13.12%
$496.48 - $617.85 $44.5M - $55.4M
774K $478M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
867K
+ 17.94%
$81.46 - $94.63 $70.6M - $82M
5.7M $539M
VONG
Vanguard Russell 1000 Growth E

ETFs
723K
+ 120.42%
$82.51 - $109.2 $59.7M - $79M
1.32M $145M
DFIS
Dimensional ETF Tr Dimensional

ETFs
291K
+ 1.58%
$23.2 - $29.84 $6.74M - $8.67M
18.7M $558M
CGDV
Capital Group Divid Value ETF

ETFs
1.69M
+ 42.74%
$31.93 - $39.49 $54M - $66.8M
5.65M $223M
JPM
Jpmorgan Chase & CO

Financial Services
146K
+ 18.95%
$210.28 - $289.91 $30.7M - $42.3M
916K $266M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
950K
+ 20.99%
$51.16 - $62.02 $48.6M - $58.9M
5.47M $340M
QQQ
Invesco Qqq Trust, Series 1

ETFs
94.3K
+ 37.47%
$416.06 - $551.64 $39.3M - $52M
346K $191M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.27M
+ 38.17%
$30.53 - $40.65 $38.7M - $51.6M
4.59M $187M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.49M
+ 7.17%
$35.3 - $37.51 $52.7M - $55.9M
22.3M $836M
VIG
Vanguard Dividend Appreciation

ETFs
299K
+ 27.31%
N/A
1.4M $254M
CGUS
Capital Group Core Equity ETF
1.21M
+ 46.01%
$29.93 - $36.93 $36.3M - $44.7M
3.85M $142M
IWF
Ishares Russell 1000 Gr ETF

ETFs
65.1K
+ 17.54%
$320.42 - $424.58 $20.9M - $27.7M
436K $185M
EFA
Ishares Tr Msci Eafe ETF

ETFs
269K
+ 8.31%
$72.96 - $90.39 $19.6M - $24.3M
3.5M $313M
MUB
Ishares National Muni Bond ETF

ETFs
452K
+ 29.9%
$102.31 - $105.8 $46.2M - $47.8M
1.96M $205M
JEPI
J P Morgan Exchange Traded Fd

ETFs
778K
+ 116.32%
$51.14 - $57.0 $39.8M - $44.3M
1.45M $82.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
261K
+ 13.84%
$114.78 - $133.31 $29.9M - $34.7M
2.14M $286M
AAPL
Apple Inc.

Technology
361K
+ 18.72%
$172.42 - $223.89 $62.2M - $80.8M
2.29M $469M
VOT
Vanguard Mid Cap Growth Index

ETFs
44K
+ 6.08%
$216.28 - $284.39 $9.52M - $12.5M
768K $218M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
853K
+ 24.16%
$48.13 - $49.85 $41M - $42.5M
4.38M $215M
IWN
Ishares Russell2000 Val ETF

ETFs
157K
+ 7.64%
$131.84 - $157.76 $20.8M - $24.8M
2.22M $350M
CGGO
Capital Group Global Growth Eq

ETFs
983K
+ 50.04%
$25.31 - $32.17 $24.9M - $31.6M
2.95M $94.2M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
605K
+ 4.21%
N/A
15M $934M
BND
Vanguard Bd Index Fd Inc Total

ETFs
499K
+ 14.92%
$72.02 - $73.82 $36M - $36.9M
3.85M $283M
Activity Summary
Buys All Purchases 3096 New Holdings 535 Increased Positions 2561 Sells All Sells 547 Reductions 547 Sold out 0 Options Calls 0 Puts 0
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