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Brookfield Asset Management shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $36M 823k 43.18
2025-12-31 $355k 6.8k 52.39
2025-09-30 $348k 6.0k 58.09
2025-06-30 $233k 4.2k 55.28
2025-03-31 $157k 3.2k 48.50
2024-12-31 $134k 2.5k 54.19
2024-09-30 $61k 1.3k 47.22

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding Brookfield Asset Management

Brookfield Asset Management
Partners Value Investments
Royal Bank of Canada
TD Asset Management
Principal Financial Group
Vanguard Capital Management
Bank Of Montreal
Capital World Investors
Mackenzie Financial
FMR
Capital Research and Management Company - Division 3
Morgan Stanley
Fil
BlackRock
Manufacturers Life Insurance Company

View all funds holding Brookfield Asset Management