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Morningstar shares owned by Jones Financial Companies, L.L

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

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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 13k 156.81
2025-12-31 $90k 415 217.31
2025-09-30 $22k 93 234.90
2025-03-31 $18k 61 296.11
2024-12-31 $21k 61 336.75
2024-09-30 $19k 61 317.26
2024-03-31 $12k 38 308.37
2022-03-31 $27k 100 270.00

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

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