Jones Financial Companies, L.L »

Doubleline shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Doubleline

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All positions including Doubleline 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 Doubleline by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.5k 107 32.77

More positions owned by Jones Financial Companies, L.L

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

View all positions for Jones Financial Companies, L.L

Top funds holding Doubleline

Straightline Group
Foundations Investment Advisors
Walled Lake Planning & Wealth Management
UBS Group
Waddell & Associates
Santori & Peters
HF Advisory Group
Clear Point Advisors
Bank Of Montreal
Main Street Financial Solutions
Csenge Advisory Group
International Assets Investment Management
Socha Financial Group
Cambridge Investment Research Advisors
Southeast Asset Advisors

View all funds holding Doubleline