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Jones Financial Companies, L.L

Latest statistics and disclosures from Jones Financial Companies L's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, AGG, IVV, VTV, VOO, and represent 41.62% of Jones Financial Companies L's stock portfolio.
Added to shares of these 10 stocks: IJR (+$1.5B), USHY (+$1.5B), AVDV (+$996M), VO (+$593M), IEFA (+$592M), IWR (+$542M), SPLG (+$528M), DFIS (+$484M), IVV (+$400M), VOO (+$370M).
Started 402 new stock positions in FJAN, VENU, BFC, JGLO, PRM, STKH, STRO, KNG, SEMR, TACT.
Reduced shares in these 10 stocks: VB (-$1.1B), VWOB (-$968M), IWM (-$916M), VTWO (-$779M), EMB (-$720M), IWN (-$344M), IUSG (-$153M), AGG (-$147M), IWD (-$112M), IWS (-$105M).
Sold out of its positions in SMTH, ARAY, GRCE, ADTX, APRT, AIRG, AKYA, ALIT, ALKT, KNTK.
Jones Financial Companies L was a net buyer of stock by $7.0B.
Jones Financial Companies L has $147B in assets under management (AUM), dropping by 10.91%.
Central Index Key (CIK): 0000815917

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Positions held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jones Financial Companies L

Jones Financial Companies L holds 4224 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Jones Financial Companies L has 4224 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jones Financial Companies L Sept. 30, 2025 positions
Download the Jones Financial Companies L September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Tr ETFs (VUG)	11.4	$17B		35M	476.43	View chart
Ishares Core Us Aggregate Bond ETFs (AGG)	9.8	$14B		144M	100.07	View chart
Ishares Core S&p 500 Etf ETFs (IVV)	7.8	$11B	+3%	17M	664.89	View chart
Vanguard Index Tr ETFs (VTV)	6.9	$10B	+3%	54M	186.57	View chart
Vanguard S&p 500 Etf ETFs (VOO)	5.7	$8.4B	+4%	14M	610.16	View chart
Ishares Trust Core Msci Eafe ETFs (IEFA)	5.7	$8.4B	+7%	97M	86.53	View chart
Ishares Russell Midcap ETFs (IWR)	4.9	$7.2B	+8%	75M	96.16	View chart
Vanguard Mid Cap Etf ETFs (VO)	4.6	$6.7B	+9%	23M	292.42	View chart
Vanguard Index Trust ETFs (VV)	3.6	$5.3B	+3%	17M	306.76	View chart
Ishares Russell 1000 ETFs (IWB)	2.8	$4.1B	+3%	11M	363.59	View chart
Spdr Portfolio Large Cap Etf ETFs (SPLG)	2.7	$4.0B	+15%	51M	77.85	View chart
Ishares Core Total Usd Bond ETFs (IUSB)	2.3	$3.3B	+6%	71M	46.62	View chart
Vanguard Ftse Developed ETFs (VEA)	2.1	$3.0B	+3%	51M	59.41	View chart
Ishares Broad Usd High Yield ETFs (USHY)	1.6	$2.3B	+176%	62M	37.73	View chart
Ishares Core S&p Small Cap Etf ETFs (IJR)	1.2	$1.8B	+549%	15M	118.47	View chart
American Centy Etf Tr ETFs (AVDV)	1.1	$1.7B	+144%	19M	88.33	View chart
Ishares Russell Midcap Value ETFs (IWS)	1.0	$1.4B	-7%	10M	138.89	View chart
Dimensional Etf Tr ETFs (DFIS)	0.7	$1.1B	+82%	34M	31.38	View chart
Ishares ETFs (SCZ)	0.6	$860M	+6%	11M	76.20	View chart
Ishares Core S&p U.s. Growth ETFs (IUSG)	0.6	$855M	-15%	5.2M	163.37	View chart
Ishares Russell Midcap Growth ETFs (IWP)	0.5	$795M	+6%	5.6M	142.53	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$760M	+13%	1.5M	511.46	View chart
Nvidia Corp Common Stock (NVDA)	0.5	$732M	+9%	4.1M	178.19	View chart
Ishares S&p 100 Fund ETFs (OEF)	0.5	$684M	+4%	2.1M	330.97	View chart
Vanguard Index Trust ETFs (VB)	0.5	$673M	-62%	2.6M	254.83	View chart
Apple Common Stock (AAPL)	0.5	$670M	+14%	2.6M	255.46	View chart
Amazon Common Stock (AMZN)	0.4	$648M	+15%	2.9M	219.78	View chart
Alphabet Common Stock (GOOGL)	0.4	$643M	+13%	2.6M	246.54	View chart
Ishares Core S&p U.s Value ETFs (IUSV)	0.4	$610M	+7%	6.1M	99.48	View chart
Ishares Core Dividend Growth ETFs (DGRO)	0.4	$583M	+16%	8.6M	67.75	View chart
Invesco Exchange-traded Fd Tr ETFs (QQQM)	0.4	$561M	+25%	2.3M	245.37	View chart
Spdr S&p 500 Etf Tr Unit Ser I ETFs (SPY)	0.4	$539M	+5%	815k	661.82	View chart
Broadcom Common Stock (AVGO)	0.3	$498M	+7%	1.5M	334.53	View chart
Ishares Tr Msci Eafe Value ETFs (EFV)	0.3	$464M	-18%	6.9M	67.50	View chart
Vanguard Index Tr ETFs (VOE)	0.3	$435M	+3%	2.5M	174.50	View chart
Ishares Tr ETFs (EFG)	0.3	$427M	-18%	3.8M	112.56	View chart
Ishares Core S&p Mid Cap Etf ETFs (IJH)	0.3	$402M	+12%	6.1M	65.34	View chart
Ishares Msci Eafe Fund ETFs (EFA)	0.2	$340M	+4%	3.7M	92.63	View chart
Ishares S&p 500 Growth ETFs (IVW)	0.2	$337M		2.8M	119.75	View chart
Vanguard Dividend Appreciation ETFs (VIG)	0.2	$332M	+10%	1.5M	215.40	View chart
Vanguard ETFs (VYM)	0.2	$330M	+9%	2.3M	140.78	View chart
Capital Group Divid Value Etf ETFs (CGDV)	0.2	$329M	+39%	7.9M	41.84	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$324M	+11%	1.0M	316.06	View chart
Meta Platforms Common Stock (META)	0.2	$314M	+14%	422k	743.75	View chart
Ishares Russell 1000 Value ETFs (IWD)	0.2	$302M	-26%	1.5M	202.98	View chart
Vanguard Tax Exempt Bond Index ETFs (VTEB)	0.2	$285M	+30%	5.7M	49.98	View chart
Capital Group Growth Etf ETFs (CGGR)	0.2	$262M	+30%	6.0M	43.64	View chart
Vanguard Total Bd Market Etf ETFs (BND)	0.2	$251M	-12%	3.4M	74.21	View chart
Ishares Russell 2000 ETFs (IWM)	0.2	$246M	-78%	1.0M	241.34	View chart
Invesco Qqq Tr ETFs (QQQ)	0.2	$245M	+18%	411k	595.97	View chart
Vanguard Index Tr ETFs (VOT)	0.2	$235M	+5%	807k	291.31	View chart
Ishares Russell 1000 Growth ETFs (IWF)	0.2	$223M	+9%	480k	464.84	View chart
Ishares National Muni Bond Etf ETFs (MUB)	0.1	$220M	+5%	2.1M	106.26	View chart
Visa Inc Cl A Common Stock (V)	0.1	$215M	+12%	636k	337.37	View chart
Vanguard Russell 2000 Etf ETFs (VTWO)	0.1	$204M	-79%	2.1M	97.57	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.1	$202M	+12%	404k	500.03	View chart
J P Morgan Exchange-traded ETFs (JGRO)	0.1	$197M	+20%	2.1M	92.98	View chart
Vanguard Ftse Emerging Markets ETFs (VWO)	0.1	$196M	+7%	3.7M	53.55	View chart
Vanguard International Equity ETFs (VEU)	0.1	$191M	+4%	2.7M	70.72	View chart
Vanguard Small Cap Value Etf ETFs (VBR)	0.1	$190M	-14%	907k	209.39	View chart
Capital Group Core Equity Etf ETFs (CGUS)	0.1	$189M	+24%	4.8M	39.32	View chart
Vanguard Index Trust ETFs (VTI)	0.1	$182M	+12%	556k	327.18	View chart
Vanguard Russell 1000 Growth ETFs (VONG)	0.1	$172M	+8%	1.4M	119.56	View chart
Vanguard Small Cap Growth Etf ETFs (VBK)	0.1	$168M	-18%	562k	298.19	View chart
Vanguard Inter Term Bd Etf ETFs (BIV)	0.1	$165M	+13%	2.1M	77.93	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$158M	+15%	219k	724.54	View chart
Tesla Common Stock (TSLA)	0.1	$155M	+15%	351k	440.40	View chart
Chevron Corp Common Stock (CVX)	0.1	$153M	+14%	956k	160.16	View chart
American Centy Etf Tr Avantis ETFs (AVEM)	0.1	$148M	+32%	2.0M	74.17	View chart
Rtx Corp Common Stock (RTX)	0.1	$140M	+11%	856k	163.35	View chart
Procter & Gamble Common Stock (PG)	0.1	$137M	+12%	899k	152.50	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$134M	+12%	745k	179.71	View chart
Invesco Exchange-traded Fd Tr ETFs (SPHQ)	0.1	$134M	+16%	1.8M	72.73	View chart
Lowes Companies Common Stock (LOW)	0.1	$130M	+12%	507k	257.12	View chart
Schwab International ETFs (SCHF)	0.1	$130M	+15%	5.6M	23.09	View chart
Ishares Core Msci ETFs (IEMG)	0.1	$125M	+8%	1.9M	65.19	View chart
Vanguard International High ETFs (VYMI)	0.1	$122M	+20%	1.5M	84.20	View chart
Blackrock Common Stock (BLK)	0.1	$122M	+9%	106k	1156.45	View chart
Capital Group Global Growth ETFs (CGGO)	0.1	$121M	+21%	3.6M	33.84	View chart
J P Morgan Exchange-traded ETFs (JEPI)	0.1	$115M	+40%	2.0M	56.94	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$114M	+16%	125k	915.95	View chart
Salesforce Common Stock (CRM)	0.1	$114M	+15%	468k	243.43	View chart
Ishares Core International ETFs (IAGG)	0.1	$111M	+6%	2.2M	51.22	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$109M	+9%	884k	123.02	View chart
Vanguard Short Term Bd Etf ETFs (BSV)	0.1	$109M	+6%	1.4M	78.82	View chart
Vaneck Etf Tr ETFs (MOAT)	0.1	$108M	+10%	1.1M	98.32	View chart
Pgim Etf Tr ETFs (PULS)	0.1	$108M	+39%	2.2M	49.80	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$105M	+28%	590k	177.57	View chart
Deere & Co Common Stock (DE)	0.1	$104M	+14%	224k	463.99	View chart
Pgim Etf Tr ETFs (PAAA)	0.1	$101M	+38%	2.0M	51.49	View chart
Vanguard International ETFs (VIGI)	0.1	$99M	+15%	1.1M	88.55	View chart
Spdr Dow Jones Indl Average ETFs (DIA)	0.1	$97M	+10%	211k	462.28	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$97M	+13%	608k	159.46	View chart
Vanguard Ftse All-world Ex Us ETFs (VSS)	0.1	$95M	+10%	674k	141.44	View chart
Pepsico Common Stock (PEP)	0.1	$94M	+16%	669k	140.44	View chart
Pacer Us Cash Cows 100 ETFs (COWZ)	0.1	$94M		1.6M	57.53	View chart
Ishares Core S&p Total U S Stk ETFs (ITOT)	0.1	$93M	+20%	639k	144.84	View chart
Ishares Trust High Dividend ETFs (HDV)	0.1	$91M	+13%	742k	122.26	View chart
John Hancock Exchange Traded ETFs (JHMM)	0.1	$90M	+24%	1.4M	64.48	View chart
Ishares S&p 500 Value ETFs (IVE)	0.1	$88M	+12%	426k	205.47	View chart
Medtronic Foreign (MDT)	0.1	$84M	+10%	889k	94.22	View chart
Enbridge Foreign (ENB)	0.1	$83M	+15%	1.7M	49.59	View chart
Servicenow Common Stock (NOW)	0.1	$83M	+12%	89k	936.00	View chart
Ishares Trust ETFs (USMV)	0.1	$82M	+19%	867k	94.54	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$81M	+14%	166k	487.44	View chart
Pfizer Common Stock (PFE)	0.1	$79M	+9%	3.3M	23.76	View chart
Oracle Corp Common Stock (ORCL)	0.1	$79M	+16%	277k	283.46	View chart
Schwab Strategic Trust Us ETFs (SCHD)	0.1	$78M	+13%	2.9M	27.21	View chart
First Trust Rising Dividend ETFs (RDVY)	0.1	$78M	+27%	1.2M	67.23	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$76M	+13%	1.7M	46.02	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$75M	+19%	640k	117.22	View chart
Schwab Strategic Tr ETFs (SCHM)	0.1	$75M	+11%	2.5M	29.61	View chart
J P Morgan Exchange-traded ETFs (JEPQ)	0.1	$75M	+44%	1.3M	57.25	View chart
Invesco Exchange-traded Fd Tr ETFs (XMHQ)	0.1	$74M	+17%	707k	105.09	View chart
Wal-mart Common Stock (WMT)	0.1	$74M	+22%	718k	103.16	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$74M	+10%	1.4M	52.21	View chart
J P Morgan Ultra-short Income ETFs (JPST)	0.0	$73M	+26%	1.4M	50.74	View chart
Home Depot Common Stock (HD)	0.0	$73M	+16%	178k	410.09	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$72M	+14%	236k	305.24	View chart
Spdr Gold Tr ETFs (GLD)	0.0	$71M	+18%	205k	346.74	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$71M	+18%	153k	464.24	View chart
Invesco Exchange-traded Fd Tr ETFs (RWL)	0.0	$70M	+26%	638k	110.28	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$70M	+15%	826k	85.01	View chart
Blackrock Etf Tr Ii ETFs (HIMU)	0.0	$70M	-7%	1.4M	48.82	View chart
Realty Income Corp Reit (O)	0.0	$69M	+16%	1.1M	60.32	View chart
Linde Foreign (LIN)	0.0	$68M	+10%	143k	474.41	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$67M	+6%	337k	198.69	View chart
Merck & Co Common Stock (MRK)	0.0	$66M		839k	78.56	View chart
Sector Spdr Trust Technology ETFs (XLK)	0.0	$65M	+21%	231k	278.84	View chart
Nextera Energy Common Stock (NEE)	0.0	$64M	+7%	849k	75.85	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$64M	+14%	475k	133.55	View chart
Ishares Tr ETFs (QUAL)	0.0	$63M	+14%	329k	192.60	View chart
Dimensional Etf Tr ETFs (DFIV)	0.0	$63M	+37%	1.4M	46.16	View chart
Ibm Common Stock (IBM)	0.0	$63M	+14%	222k	284.31	View chart
Verizon Communications Common Stock (VZ)	0.0	$62M	+12%	1.4M	43.61	View chart
First Trust Capital Strength ETFs (FTCS)	0.0	$62M	+19%	665k	92.86	View chart
Ishares Trust Core Msci ETFs (IXUS)	0.0	$61M	+8%	750k	81.83	View chart
Wisdomtree Us Midcap Dividend ETFs (DON)	0.0	$61M	+7%	1.2M	52.30	View chart
Schwab Us Large Cap ETFs (SCHX)	0.0	$61M	+2%	2.3M	26.19	View chart
Netflix Common Stock (NFLX)	0.0	$60M	+19%	50k	1210.62	View chart
Spdr Ser Tr ETFs (SDY)	0.0	$60M	+11%	427k	139.33	View chart
Tjx Companies Common Stock (TJX)	0.0	$59M	+9%	413k	143.09	View chart
Schwab Us Broad Market ETFs (SCHB)	0.0	$58M	+8%	2.3M	25.56	View chart
Ishares Trust Core 1-5 Year ETFs (ISTB)	0.0	$57M	+19%	1.2M	48.80	View chart
Abbvie Incorporated Common Stock (ABBV)	0.0	$57M	+13%	260k	220.61	View chart
Walt Disney Common Stock (DIS)	0.0	$57M	+11%	502k	113.47	View chart
Pacer Fds Tr ETFs (COWG)	0.0	$57M	+21%	1.6M	36.20	View chart
Dollar General Corp Common Stock (DG)	0.0	$57M	+5%	555k	102.12	View chart
Ishares 5-10 Yr Investment ETFs (IGIB)	0.0	$56M	+32%	1.0M	53.99	View chart
Invesco Exchange-traded Fd Tr ETFs (RSP)	0.0	$55M	+23%	292k	188.57	View chart
Taiwan Semiconductor Adr (american Depositor Receipts) (TSM)	0.0	$55M	+24%	200k	273.36	View chart
Alphabet Common Stock (GOOG)	0.0	$54M	+15%	220k	247.18	View chart
Fortinet Common Stock (FTNT)	0.0	$53M	+15%	630k	84.32	View chart
Capital Group Fixed Income ETFs (CGCP)	0.0	$51M	+25%	2.2M	22.77	View chart
Emerson Electric Common Stock (EMR)	0.0	$51M	+10%	397k	128.60	View chart
Caterpillar Common Stock (CAT)	0.0	$50M	+13%	108k	465.76	View chart
Nike Inc Cl B Common Stock (NKE)	0.0	$50M	+11%	719k	69.31	View chart
General Dynamics Corp Common Stock (GD)	0.0	$50M	+15%	150k	330.34	View chart
Spdr Portfolio S&p 500 Growth ETFs (SPYG)	0.0	$49M	+14%	473k	103.68	View chart
Coca-cola Common Stock (KO)	0.0	$49M	+15%	744k	65.67	View chart
Vanguard Extended Market ETFs (VXF)	0.0	$49M	+22%	233k	209.22	View chart
Vanguard Intermediate Term ETFs (VCIT)	0.0	$49M	+30%	581k	83.93	View chart
T Rowe Price Exchange-traded ETFs (TCAF)	0.0	$49M	+26%	1.3M	37.28	View chart
Invesco Exchange-traded Fd Tr ETFs (XMMO)	0.0	$48M	+36%	358k	134.62	View chart
Vanguard Sector Index Fds ETFs (VGT)	0.0	$48M	+19%	65k	738.70	View chart
Ishares Trust Russell 2000 ETFs (IWN)	0.0	$48M	-87%	270k	176.66	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$47M	+15%	200k	235.20	View chart
United Parcel Service Inc Cl B Common Stock (UPS)	0.0	$47M	+26%	557k	83.72	View chart
Cisco Systems Common Stock (CSCO)	0.0	$46M	+8%	687k	67.22	View chart
Schwab Strategic Tr ETFs (SCMB)	0.0	$45M	-39%	1.8M	25.59	View chart
Blackrock Ishares U S Equity ETFs (DYNF)	0.0	$45M	+23%	768k	58.93	View chart
Honeywell International Common Stock (HON)	0.0	$44M	+12%	213k	208.19	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$44M	+9%	521k	83.39	View chart
Vaneck Etf Tr ETFs (SMH)	0.0	$43M	+23%	135k	321.82	View chart
Sector Spdr Trust Financial ETFs (XLF)	0.0	$43M	+21%	792k	53.86	View chart
Schwab Emerging Markets ETFs (SCHE)	0.0	$43M	+6%	1.3M	32.97	View chart
Analog Devices Common Stock (ADI)	0.0	$42M	+12%	170k	247.56	View chart
Ishares Tr ETFs (MTUM)	0.0	$41M	+17%	162k	254.66	View chart
T Rowe Price Exchange Traded ETFs (TCHP)	0.0	$41M	+23%	851k	48.42	View chart
American Tower Corp New Reit Reit (AMT)	0.0	$41M	+7%	212k	194.27	View chart
Comcast Corp Cl A Common Stock (CMCSA)	0.0	$41M	+3%	1.3M	31.72	View chart
Mastercard Inc Cl A Common Stock (MA)	0.0	$41M	+23%	72k	565.13	View chart
Dimensional Etf Tr ETFs (DFEV)	0.0	$41M	+5%	1.3M	31.59	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.0	$41M	+12%	84k	481.42	View chart
J P Morgan Exchange-traded ETFs (JAVA)	0.0	$40M	+20%	590k	68.56	View chart
Allstate Corp Common Stock (ALL)	0.0	$40M	+6%	190k	212.76	View chart
Capital Group Intl Focus ETFs (CGXU)	0.0	$40M	+19%	1.4M	29.36	View chart
Capital Group Intl Equity Etf ETFs (CGIE)	0.0	$40M	+67%	1.2M	33.48	View chart
Capital Group Fxd Income ETFs (CGMU)	0.0	$40M	+47%	1.5M	27.21	View chart
Oneok Common Stock (OKE)	0.0	$40M	+29%	534k	73.89	View chart
Mondelez International Common Stock (MDLZ)	0.0	$39M	+8%	622k	63.36	View chart
Ishares Dow Jones Us ETFs (IYW)	0.0	$39M	+25%	203k	194.05	View chart
First Tr Morningstar Divid Etf ETFs (FDL)	0.0	$39M	+25%	893k	43.37	View chart
Amphenol Corp Cl A Common Stock (APH)	0.0	$39M	+22%	314k	122.60	View chart
Adobe Common Stock (ADBE)	0.0	$38M	+43%	107k	360.37	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$38M	+12%	112k	344.08	View chart
Booking Holdings Common Stock (BKNG)	0.0	$38M	+7%	6.9k	5547.84	View chart
Spdr Portfolio S&p 500 Value ETFs (SPYV)	0.0	$38M	+13%	694k	55.04	View chart
Ishares Russell 3000 ETFs (IWV)	0.0	$38M	+4%	101k	376.80	View chart
Ishares S&p Midcap 400 Growth ETFs (IJK)	0.0	$38M	+8%	392k	96.00	View chart
Schwab Us Small-cap ETFs (SCHA)	0.0	$37M	+9%	1.3M	27.86	View chart
Ishares Semiconductor Etf ETFs (SOXX)	0.0	$36M	+14%	134k	268.83	View chart
Ishares Tr S&p Smallcap ETFs (IJS)	0.0	$36M	+4%	326k	110.27	View chart
Capital Group Core Balanced ETFs (CGBL)	0.0	$35M	+56%	1.0M	34.85	View chart
J P Morgan Exchange-traded ETFs (JPEF)	0.0	$35M	+27%	468k	74.02	View chart
Pacer Fds Tr Us Small Cap Cash ETFs (CALF)	0.0	$35M	+6%	784k	44.13	View chart
At&t Common Stock (T)	0.0	$35M	+14%	1.2M	28.31	View chart
Legg Mason Etf Invt Tr ETFs (LVHI)	0.0	$34M	+24%	985k	34.72	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$33M	+12%	314k	106.10	View chart
Vanguard Emerging Mkt Govt ETFs (VWOB)	0.0	$33M	-96%	494k	66.93	View chart
Ishares S&p Midcap 400 Value ETFs (IJJ)	0.0	$33M	+15%	254k	129.81	View chart
Ishares Russell 2000 Growth ETFs (IWO)	0.0	$33M	+10%	103k	319.19	View chart
Vanguard Intl Equity Index Fds ETFs (VT)	0.0	$33M	+20%	239k	136.86	View chart
Qualcomm Common Stock (QCOM)	0.0	$33M	+8%	193k	169.20	View chart
First Tr Exhcange-traded Fd Vi ETFs (SDVY)	0.0	$33M	+27%	854k	38.16	View chart
Invesco Exchange-traded Fd Tr ETFs (XLG)	0.0	$33M	+19%	570k	57.15	View chart
S&p Global Common Stock (SPGI)	0.0	$33M	+17%	67k	487.18	View chart
Csx Corp Common Stock (CSX)	0.0	$32M	+9%	951k	34.01	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$32M	+17%	40k	802.51	View chart
Tractor Supply Common Stock (TSCO)	0.0	$32M	+11%	565k	56.52	View chart
Applied Materials Common Stock (AMAT)	0.0	$32M	+27%	155k	203.92	View chart
J P Morgan Exchange-traded ETFs (JBND)	0.0	$31M	+77%	581k	54.06	View chart
Philip Morris Intl Common Stock (PM)	0.0	$31M	+10%	191k	164.89	View chart
Ishares Tr ETFs (IWY)	0.0	$31M	+17%	116k	270.94	View chart
Schwab International ETFs (SCHC)	0.0	$31M	+11%	686k	45.15	View chart
Pacer Global Cash Cows ETFs (GCOW)	0.0	$31M	+17%	778k	39.44	View chart
V F Corp Common Stock (VFC)	0.0	$30M	+28%	2.1M	14.73	View chart
Blackrock Etf Tr Ii ETFs (BINC)	0.0	$30M	+46%	569k	53.17	View chart
Schwab Strategic Tr Us ETFs (SCHG)	0.0	$30M	+29%	955k	31.64	View chart
Capital Group Fxd Income ETFs (CGMS)	0.0	$30M	+27%	1.1M	27.84	View chart
American Express Common Stock (AXP)	0.0	$30M	+19%	87k	341.68	View chart
Regions Financial Corp Common Stock (RF)	0.0	$30M	+16%	1.1M	26.63	View chart
Ishares Tr Treasure Floating ETFs (TFLO)	0.0	$30M	+5%	584k	50.58	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$29M	+27%	144k	202.37	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$29M	+17%	129k	224.05	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$29M	+14%	164k	175.63	View chart
Ishares S&p Smallcap 600 ETFs (IJT)	0.0	$29M	+7%	204k	141.13	View chart
Conocophillips Common Stock (COP)	0.0	$29M	+15%	292k	98.48	View chart
Sector Spdr Trust ETFs (XLI)	0.0	$29M	+16%	188k	152.58	View chart
Uber Technologies Common Stock (UBER)	0.0	$28M	+10%	288k	98.45	View chart
Ametek Incorporated Common Stock (AME)	0.0	$28M	+17%	152k	186.38	View chart
Schwab Us Aggregate Bond ETFs (SCHZ)	0.0	$27M	+15%	1.2M	23.42	View chart
Ge Aerospace Common Stock (GE)	0.0	$27M	+38%	93k	294.98	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$27M	+13%	49k	552.00	View chart
Fiserv Common Stock (FI)	0.0	$27M	+14%	210k	129.56	View chart
Wisdom Tree Us Quality ETFs (DGRW)	0.0	$27M	+19%	302k	88.76	View chart
Danaher Corp Common Stock (DHR)	0.0	$27M	+18%	143k	184.84	View chart
J P Morgan Exchange-traded ETFs (JIRE)	0.0	$26M	+27%	357k	72.99	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$26M	+8%	99k	261.04	View chart
Capital Group Fxd Income ETFs (CGSD)	0.0	$26M	+33%	982k	26.04	View chart

Past Filings by Jones Financial Companies L

SEC 13F filings are viewable for Jones Financial Companies L going back to 2011

Jones Financial Companies L 2025 Q3 filed Nov. 4, 2025
Jones Financial Companies L 2025 Q2 filed Aug. 13, 2025
Jones Financial Companies L 2025 Q1 restated filed May 28, 2025
Jones Financial Companies L 2025 Q1 filed May 16, 2025
Jones Financial Companies L 2024 Q4 filed Feb. 6, 2025
Jones Financial Companies L 2024 Q3 filed Nov. 12, 2024
Jones Financial Companies L 2024 Q1 filed May 14, 2024
Jones Financial Companies L 2023 Q4 filed Feb. 13, 2024
Jones Financial Companies L 2023 Q3 filed Nov. 14, 2023
Jones Financial Companies L 2023 Q2 filed Aug. 9, 2023
Jones Financial Companies L 2023 Q1 filed May 11, 2023
Jones Financial Companies L 2022 Q4 filed Feb. 13, 2023
Jones Financial Companies L 2022 Q3 filed Nov. 3, 2022
Jones Financial Companies L 2022 Q2 filed Aug. 8, 2022
Jones Financial Companies L 2022 Q1 filed May 2, 2022
Jones Financial Companies L 2021 Q4 filed Feb. 11, 2022

View all past filings

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