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
HYG
Ishares Tr

ETFs
-28.5K
- 96.95%
$78.51 - $80.11 $2.23M - $2.28M
895 $70K
BNS
Bank Of Nova Scotia

Financial Services
-41.2K
- 94.13%
$47.21 - $53.7 $1.95M - $2.21M
2.57K $121K
DEO
Diageo PLC

Consumer Defensive
-15.2K
- 53.37%
$104.79 - $126.12 $1.59M - $1.91M
13.3K $1.39M
SNPS
Synopsys Inc

Technology
-4.48K
- 85.96%
$428.58 - $551.54 $1.92M - $2.47M
732 $313K
IEMG
Ishares Inc

ETFs
-40.9K
- 4.26%
N/A
920K $49.4M
EPD
Enterprise Products Partners L.P.

Energy
-70.1K
- 97.24%
$31.75 - $34.14 $2.22M - $2.39M
1.99K $67K
PRU
Prudential Financial Inc

Financial Services
-18.3K
- 85.92%
$105.04 - $122.33 $1.92M - $2.23M
2.99K $334K
VDC
Vanguard Consumer Staples ETF

ETFs
-10.4K
- 82.45%
$206.54 - $226.16 $2.14M - $2.34M
2.2K $482K
KEY
Keycorp

Financial Services
-125K
- 86.32%
$15.15 - $18.3 $1.9M - $2.29M
19.8K $317K
CORP
Pimco Investment Grade Corp Bd

ETFs
-23.1K
- 46.64%
$93.89 - $97.32 $2.17M - $2.25M
26.4K $2.55M
TSN
Tyson Foods, Inc.

Consumer Defensive
-36.7K
- 99.37%
$54.27 - $63.81 $1.99M - $2.34M
231 $14K
FEMS
First Trust Emerging Markets S

ETFs
-55.3K
- 79.63%
$36.09 - $39.16 $1.99M - $2.16M
14.1K $525K
UL
Unilever PLC

Consumer Defensive
-36.9K
- 96.34%
$54.72 - $60.29 $2.02M - $2.22M
1.4K $83K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-41.4K
- 99.89%
$49.69 - $50.76 $2.06M - $2.1M
47 $2K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-137K
- 99.38%
$14.19 - $15.01 $1.94M - $2.05M
852 $12K
CHD
Church & Dwight CO Inc

Consumer Defensive
-19.9K
- 78.49%
$101.42 - $113.2 $2.02M - $2.25M
5.46K $600K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-33.7K
- 50.74%
$55.58 - $62.24 $1.87M - $2.1M
32.7K $1.85M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-31.2K
- 98.96%
$64.2 - $69.24 $2.01M - $2.16M
329 $22K
GLDM
World Gold Trust

ETFs
-39.2K
- 99.62%
$52.19 - $61.89 $2.04M - $2.42M
151 $9K
JCI
Johnson Controls International PLC

Industrials
-25.6K
- 93.97%
$76.12 - $90.6 $1.95M - $2.32M
1.64K $131K
BOND
Pimco Active Bond Exchange Tra

ETFs
-22.3K
- 90.4%
$89.27 - $92.9 $1.99M - $2.07M
2.37K $219K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-31.1K
- 73.13%
$62.72 - $71.92 $1.95M - $2.24M
11.4K $720K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-120K
- 92.41%
$16.47 - $17.25 $1.98M - $2.07M
9.86K $164K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-226K
- 99.52%
$8.73 - $9.39 $1.97M - $2.12M
1.08K $10K
APD
Air Products & Chemicals, Inc.

Basic Materials
-6.77K
- 95.84%
$283.24 - $338.07 $1.92M - $2.29M
294 $86K
TRMB
Trimble Inc.

Technology
-27.3K
- 85.34%
$65.52 - $77.49 $1.79M - $2.12M
4.69K $307K
ITA
Ishares Tr

ETFs
-14.8K
- 35.93%
$144.84 - $159.5 $2.14M - $2.35M
26.3K $4.03M
NSC
Norfolk Southern Corp

Industrials
-8.25K
- 48.58%
$227.69 - $259.76 $1.88M - $2.14M
8.74K $2.07M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-90.1K
- 65.29%
$20.82 - $22.08 $1.88M - $1.99M
47.9K $1.03M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-15.9K
- 96.84%
$113.13 - $127.79 $1.8M - $2.03M
518 $58K
CTRA
Coterra Energy Inc.

Energy
-74.2K
- 98.94%
$25.51 - $29.83 $1.89M - $2.21M
798 $23K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-38.2K
- 92.77%
$46.15 - $63.53 $1.76M - $2.43M
2.98K $183K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-45.4K
- 69.46%
$40.5 - $42.02 $1.84M - $1.91M
20K $832K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
-147K
- 94.72%
$12.2 - $12.97 $1.79M - $1.91M
8.19K $105K
DOCU
Docusign, Inc.

Technology
-20.3K
- 99.03%
$74.7 - $97.7 $1.52M - $1.98M
199 $16K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-101K
- 51.91%
$17.53 - $17.87 $1.77M - $1.8M
93.5K $1.64M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-8.16K
- 5.73%
$96.93 - $109.51 $791K - $893K
134K $13.2M
HSY
Hershey CO

Consumer Defensive
-10.4K
- 83.96%
$144.74 - $186.36 $1.51M - $1.94M
1.99K $340K
RODM
Hartford Multifactor Developed

ETFs
-61.4K
- 98.1%
$28.07 - $31.56 $1.72M - $1.94M
1.19K $36K
GM
General Motors CO

Consumer Cyclical
-32.4K
- 94.07%
$45.22 - $54.92 $1.47M - $1.78M
2.04K $96K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-21.2K
- 94.49%
$80.53 - $147.57 $1.71M - $3.13M
1.24K $163K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-10.4K
- 87.16%
$157.71 - $180.77 $1.64M - $1.88M
1.53K $246K
HEWJ
Ishares Currency Hedged Msci J

ETFs
-40.5K
- 99.81%
$41.01 - $43.84 $1.66M - $1.78M
77 $3K
SNOW
Snowflake Inc.

Technology
-11.1K
- 94.2%
$146.16 - $192.78 $1.63M - $2.15M
685 $100K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.49K
- 7.7%
$169.43 - $182.84 $1.44M - $1.55M
102K $17.6M
BSCV
Invesco ETF Self Indexed Fd Tr
-105K
- 87.46%
$15.87 - $16.38 $1.67M - $1.73M
15.1K $246K
MSCI
Msci Inc.

Financial Services
-2.77K
- 85.57%
$541.46 - $628.34 $1.5M - $1.74M
467 $264K
MAR
Marriott International Inc

Consumer Cyclical
-5.87K
- 90.3%
$237.01 - $304.45 $1.39M - $1.79M
630 $150K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-194K
- 92.91%
$8.58 - $8.9 $1.66M - $1.72M
14.8K $129K
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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