How many stocks does JONES FINANCIAL COMPANIES LLLP own?

As of Q2 2024, JONES FINANCIAL COMPANIES LLLP holds 2,422 positions in their 13F portfolio.

What is JONES FINANCIAL COMPANIES LLLP's largest holding?

AGG at 13.1% of portfolio, worth $11.4B.

What is JONES FINANCIAL COMPANIES LLLP's total portfolio value?

$86.5B as of Q2 2024, tracked across 2,422 holdings.

Is JONES FINANCIAL COMPANIES LLLP a hedge fund?

JONES FINANCIAL COMPANIES LLLP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does JONES FINANCIAL COMPANIES LLLP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has JONES FINANCIAL COMPANIES LLLP's portfolio changed in Q2 2024?

View JONES FINANCIAL COMPANIES LLLP's latest portfolio changes, new positions, and exits for Q2 2024 on HoldingsIntel.

What is JONES FINANCIAL COMPANIES LLLP's investment strategy?

JONES FINANCIAL COMPANIES LLLP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

JONES FINANCIAL COMPANIES LLLP

Institutional investor · Portfolio as of Q2 2024

Top Holdings2,422 positions

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Activity:

				Price Trend
AGG ETF iShares Core U.S. Aggregate Bond ETF	117M	$11.4B	13.1%	—	$89.64	-0.46%	23 qtrssince 2018-Q4	Increased 75
VUG ETF VANGUARD INDEX FDS	23M	$8.6B	9.9%	—	$37.85	+63.01%	23 qtrssince 2018-Q4	Increased 76
VTV ETF Vanguard Value ETF	51M	$8.2B	9.5%	—	$89.93	+70.08%	23 qtrssince 2018-Q4	Increased 64
IEFA ETF ISHARES CORE MSCI EAFE ETF	84.5M	$6.1B	7.1%	—	$54.56	+26.34%	23 qtrssince 2018-Q4	Increased 66
IVV ETF iShares Core S&P 500 ETF	11M	$6B	7.0%	—	$522.04	+1.89%	23 qtrssince 2018-Q4	Increased 100
VOO ETF VANGUARD S&P500 INDEX ETF	8.7M	$4.3B	5.0%	—	$464.51	+4.78%	23 qtrssince 2018-Q4	Increased 100
VV ETF Vanguard Large-Cap ETF	17.1M	$4.3B	4.9%	—	$122.68	+98.20%	23 qtrssince 2018-Q4	Increased 60
VO ETF VANGUARD INDEX FDS	14M	$3.4B	3.9%	—	$47.77	+22.92%	23 qtrssince 2018-Q4	Increased 75
IWR ETF ISHARES TR	41.3M	$3.3B	3.9%	—	$68.15	+15.53%	23 qtrssince 2018-Q4	Increased 86
VEA ETF VANGUARD FTSE DEV MKT ETF	65.1M	$3.2B	3.7%	—	$34.12	+36.25%	23 qtrssince 2018-Q4	Decreased 0
IWB ETF ISHARES RUSSELL 1000 ETF	8.9M	$2.6B	3.1%	—	$170.06	+70.79%	23 qtrssince 2018-Q4	Increased 61
IUSB ETF ISHARES TR	52M	$2.4B	2.7%	—	$42.13	-1.94%	23 qtrssince 2018-Q4	Increased 58
IWM ETF iShares Russell 2000 ETF	7.8M	$1.6B	1.8%	—	$144.31	+37.21%	23 qtrssince 2018-Q4	Increased 52
VB ETF Vanguard Small-Cap ETF	7M	$1.5B	1.8%	—	$131.43	+60.93%	23 qtrssince 2018-Q4	Increased 52
AVDV ETF AMERICAN CENTY ETF TR	16.8M	$1.1B	1.3%	—	$56.91	+5.64%	5 qtrssince 2023-Q2	Increased 51
IWD ETF ISHARES RUSSELL 1000 VALUE E	6.1M	$1.1B	1.2%	—	$96.88	+73.18%	23 qtrssince 2018-Q4	Decreased 0
IWS ETF ISHARES TR	8.3M	$1B	1.2%	—	$78.26	+49.04%	23 qtrssince 2018-Q4	Increased 53
IUSG ETF ISHARES TR	6.8M	$872.7M	1.0%	—	$60.52	+107.86%	23 qtrssince 2018-Q4	Decreased 0
VWOB ETF VANGUARD WHITEHALL FDS	13.1M	$823.8M	1.0%	—	$54.63	0.00%	18 qtrssince 2020-Q1	Increased 72
SCZ ETF iShares MSCI EAFE Small-Cap ET	12.7M	$779.8M	0.9%	—	$58.44	-0.08%	23 qtrssince 2018-Q4	Decreased 0