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JXIJXI
11 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 10,868 shares of JXI (ISHARES TR), worth $929,439 as of 2026-Q2. The position was increased (+54.7% shares). JXI represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$929,439

Current Shares

10,868

Total Value Change

+$923,594

Total Shares Change

+10,768

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,868
+54.7%
$929,4390.0%$84.97
35
2026-Q1
Increased
7,026
+24.4%
$594,5270.0%$87.04
30
2025-Q4
Increased
5,650
+47.2%
$444,3800.0%$79.04
33
2025-Q3
Increased
3,839
+70.4%
$296,0390.0%$76.53
35
2025-Q2
Increased
2,253
+14.7%
$165,3110.0%$72.52
26
2025-Q1
Increased
1,964
+97.2%
$134,8810.0%$66.87
36
2024-Q4
Increased
996
+77.9%
$63,9020.0%$62.61
32
2024-Q3
Increased
560
+75.5%
$39,5360.0%$67.75
21
2024-Q2
New
319
-
$19,0830.0%$57.45
28
2024-Q1
Exited
0
-100.0%
$00.0%$55.78
0
2023-Q4
New
100
-
$5,8450.0%$55.21
24

Other major holders of JXI: Steward Partners Investment Advisory, LLC, ASSETMARK, INC, LPL Financial LLC, MORGAN STANLEY

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