Jones Financial Companies Lllp Reduced Holdings in Q1 2025

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-139K
- 78.8%
$40.92 - $50.9 $5.69M - $7.08M
37.4K $1.58M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-135K
- 30.93%
$50.82 - $52.7 $6.87M - $7.13M
302K $15.9M
CARR
Carrier Global Corp

Industrials
-95.9K
- 94.12%
$62.07 - $70.55 $5.95M - $6.77M
5.99K $379K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-141K
- 76.44%
$45.56 - $47.23 $6.41M - $6.64M
43.3K $2.04M
BCE
Bce Inc

Communication Services
-271K
- 97.37%
$22.14 - $25.18 $6M - $6.83M
7.31K $167K
GTO
Invesco Actively Managed ETF T

ETFs
-135K
- 87.64%
$45.9 - $47.37 $6.21M - $6.41M
19.1K $895K
OMFL
Invesco Exchange Traded Self I

ETFs
-112K
- 47.64%
$52.19 - $57.45 $5.85M - $6.44M
123K $6.57M
AEP
American Electric Power CO Inc

Utilities
-67.4K
- 90.8%
$90.32 - $109.27 $6.09M - $7.37M
6.84K $747K
EVRG
Evergy, Inc.

Utilities
-101K
- 87.95%
$59.9 - $69.52 $6.03M - $7M
13.8K $951K
ET
Energy Transfer LP

Energy
-308K
- 99.95%
$17.26 - $21.08 $5.32M - $6.49M
167 $3K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-143K
- 98.52%
$41.61 - $44.72 $5.96M - $6.4M
2.15K $92K
ROST
Ross Stores, Inc.

Consumer Cyclical
-39K
- 98.21%
$123.3 - $154.95 $4.8M - $6.04M
709 $90K
XLU
Utilities Sector Spdr

ETFs
-78.1K
- 99.16%
$74.7 - $80.27 $5.83M - $6.27M
664 $52K
F
Ford Motor CO

Consumer Cyclical
-589K
- 92.75%
$9.12 - $10.43 $5.37M - $6.14M
46K $461K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-155K
- 62.15%
$32.49 - $37.99 $5.03M - $5.89M
94.3K $3.16M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-59.7K
- 54.16%
$80.73 - $94.96 $4.82M - $5.67M
50.5K $4.2M
COF
Capital One Financial Corp

Financial Services
-32.4K
- 57.61%
$163.87 - $209.82 $5.31M - $6.8M
23.8K $4.28M
ECL
Ecolab Inc.

Basic Materials
-24.5K
- 90.17%
$229.72 - $269.82 $5.62M - $6.6M
2.67K $675K
IXN
Ishares Global Information Tec

ETFs
-66.2K
- 94.31%
$75.73 - $88.4 $5.01M - $5.85M
3.99K $302K
XLY
Select Sector Spdr Consumer Di

ETFs
-24.8K
- 91.25%
$192.6 - $233.2 $4.78M - $5.79M
2.38K $469K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-93K
- 98.13%
$47.79 - $59.89 $4.44M - $5.57M
1.77K $89K
PSA
Public Storage

Real Estate
-18.8K
- 97.63%
$288.99 - $313.98 $5.43M - $5.9M
456 $136K
MELI
Mercadolibre Inc

Consumer Cyclical
-3.32K
- 94.72%
$1739.0 - $2260.0 $5.77M - $7.5M
185 $360K
SHOP
Shopify Inc.

Technology
-51.2K
- 94.08%
$90.59 - $129.31 $4.64M - $6.62M
3.22K $307K
TDVG
T Rowe Price Exchange Traded F

Technology
-138K
- 99.78%
$39.23 - $42.13 $5.4M - $5.8M
300 $12K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-111K
- 98.33%
$47.08 - $50.67 $5.25M - $5.65M
1.89K $95K
AMGN
Amgen Inc

Healthcare
-20.7K
- 92.89%
$258.59 - $327.36 $5.36M - $6.78M
1.59K $493K
MSI
Motorola Solutions, Inc.

Technology
-11.4K
- 91.96%
$411.73 - $482.1 $4.7M - $5.5M
998 $436K
TXN
Texas Instruments Inc

Technology
-27.2K
- 44.83%
N/A
33.4K $6.51M
CMI
Cummins Inc

Industrials
-15.1K
- 96.93%
$312.92 - $386.07 $4.72M - $5.82M
477 $149K
SNA
Snap On Inc

Industrials
-15.4K
- 82.68%
$324.09 - $358.62 $4.98M - $5.51M
3.22K $1.09M
SHEL
Shell PLC

Energy
-83.8K
- 91.52%
$62.84 - $73.29 $5.26M - $6.14M
7.77K $569K
WELL
Welltower Inc.

Real Estate
-44.4K
- 72.68%
$124.05 - $156.86 $5.5M - $6.96M
16.7K $2.55M
ASML
Asml Holding Nv

Technology
-7.39K
- 97.75%
$662.63 - $776.99 $4.89M - $5.74M
170 $112K
CI
Cigna Corp

Healthcare
-20K
- 71.81%
$274.49 - $329.0 $5.5M - $6.59M
7.86K $2.59M
CVS
Cvs Health Corp

Healthcare
-124K
- 85.41%
$44.22 - $68.64 $5.48M - $8.5M
21.2K $1.43M
SWK
Stanley Black & Decker, Inc.

Industrials
-63K
- 98.27%
$76.43 - $90.41 $4.82M - $5.7M
1.11K $85K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-113K
- 16.32%
$47.59 - $48.35 $5.36M - $5.45M
578K $27.9M
IAU
Ishares Gold Trust

ETFs
-99.9K
- 93.64%
$49.74 - $58.96 $4.97M - $5.89M
6.78K $399K
PGR
Progressive Corp

Financial Services
-20.5K
- 91.09%
$235.61 - $291.22 $4.83M - $5.97M
2.01K $567K
SHW
Sherwin Williams CO

Basic Materials
-14.1K
- 83.03%
$330.16 - $365.55 $4.66M - $5.16M
2.89K $1.01M
AXON
Axon Enterprise, Inc.

Industrials
-7.96K
- 96.16%
$496.65 - $710.01 $3.95M - $5.65M
318 $167K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-40.9K
- 95.19%
$113.59 - $123.29 $4.65M - $5.04M
2.07K $241K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-216K
- 27.53%
$22.46 - $23.26 $4.85M - $5.03M
569K $13.2M
FDX
Fedex Corp

Industrials
-16.1K
- 83.89%
$230.33 - $281.53 $3.7M - $4.52M
3.08K $751K
MGA
Magna International Inc

Consumer Cyclical
-110K
- 97.52%
$33.99 - $41.85 $3.74M - $4.61M
2.8K $95K
TAP
Molson Coors Beverage CO

Consumer Defensive
-80.6K
- 98.69%
$52.44 - $62.91 $4.23M - $5.07M
1.07K $65K
GILD
Gilead Sciences, Inc.

Healthcare
-49.9K
- 96.31%
$89.14 - $117.41 $4.45M - $5.86M
1.91K $214K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-101K
- 98.08%
$44.41 - $45.98 $4.5M - $4.66M
1.98K $90K
Activity Summary
Buys All Purchases 2170 New Holdings 516 Increased Positions 1654 Sells All Sells 1520 Reductions 1520 Sold out 0 Options Calls 0 Puts 0
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