Jones Financial Companies, L.L »

Managed Portfolio Ser shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Managed Portfolio Ser

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All positions including Managed Portfolio Ser 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 Managed Portfolio Ser by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $604 25 24.16

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 Managed Portfolio Ser

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Delta Investment Management
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Atria Investments
Sigma Planning
Cambridge Investment Research Advisors
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
HFG Wealth Management

View all funds holding Managed Portfolio Ser