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Smurfit WestRock shares owned by Jones Financial Companies, L.L

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

Historical chart of Jones Financial Companies, L.L investment in Smurfit WestRock

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All positions including Smurfit WestRock 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 Smurfit WestRock by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.5M 216k 39.41
2025-12-31 $139k 3.6k 38.67
2025-09-30 $139k 3.3k 42.14
2025-06-30 $306k 7.1k 43.15
2025-03-31 $417k 9.4k 44.51
2024-12-31 $424k 7.9k 53.86
2024-09-30 $220k 4.4k 50.09

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 Smurfit WestRock

BlackRock
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Nuveen
Vanguard Portfolio Management
Causeway Capital Management
Geode Capital Management
Orbis Allan Gray
Franklin Resources
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco
FMR
Bank of New York Mellon

View all funds holding Smurfit WestRock