Position history for JONES FINANCIAL COMPANIES LLLP's holdings in JPMORGAN CHASE & CO
JONES FINANCIAL COMPANIES LLLP holds 2M shares of JPM (JPMORGAN CHASE & CO), worth $557.5M as of 2026-Q1. The position was increased (+73.8% shares). JPM represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$557.5M
Current Shares
2M
Total Value Change
+$499.5M
Total Shares Change
+1.7M
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2M |
+73.8% |
| $557.5M |
| 0.3% |
| $300.26 |
56 |
| 2025-Q4 | Increased | 1.1M | +10.3% | $364.6M | 0.2% | $321.97 | 41 |
| 2025-Q3 | Increased | 1M | +12.0% | $324M | 0.2% | $312.75 | 41 |
| 2025-Q2 | Increased | 915,896 | +18.9% | $263.3M | 0.2% | $283.07 | 43 |
| 2025-Q1 | Increased | 769,996 | +27.9% | $187.3M | 0.2% | $237.97 | 45 |
| 2024-Q4 | Increased | 601,772 | +35.2% | $144.3M | 0.1% | $233.31 | 47 |
| 2024-Q3 | Increased | 445,031 | +55.0% | $93.7M | 0.1% | $203.96 | 42 |
| 2024-Q2 | Increased | 287,126 | +68.2% | $58.1M | 0.1% | $194.90 | 43 |