How many stocks does JONES FINANCIAL COMPANIES LLLP own?

As of Q3 2024, JONES FINANCIAL COMPANIES LLLP holds 3,020 positions in their 13F portfolio.

What is JONES FINANCIAL COMPANIES LLLP's largest holding?

AGG at 12.6% of portfolio, worth $12.3B.

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

$97.5B as of Q3 2024, tracked across 3,020 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 Q3 2024?

View JONES FINANCIAL COMPANIES LLLP's latest portfolio changes, new positions, and exits for Q3 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 Q3 2024

Top Holdings3,020 positions

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Activity:

				Price Trend
AGG ETF iShares Core U.S. Aggregate Bond ETF	121.5M	$12.3B	12.6%	—	$89.79	+4.63%	24 qtrssince 2018-Q4	Increased 64
VTV ETF Vanguard Value ETF	52.2M	$9.1B	9.3%	—	$91.68	+82.52%	24 qtrssince 2018-Q4	Increased 63
VUG ETF VANGUARD INDEX FDS	23.1M	$8.9B	9.1%	—	$38.06	+66.63%	24 qtrssince 2018-Q4	Increased 62
IEFA ETF ISHARES CORE MSCI EAFE ETF	87.4M	$6.8B	7.0%	—	$55.22	+34.46%	24 qtrssince 2018-Q4	Increased 64
IVV ETF iShares Core S&P 500 ETF	11.6M	$6.6B	6.8%	—	$524.07	+7.40%	24 qtrssince 2018-Q4	Increased 65
VOO ETF VANGUARD S&P500 INDEX ETF	9.1M	$4.8B	4.9%	—	$466.86	+10.34%	24 qtrssince 2018-Q4	Increased 61
VV ETF Vanguard Large-Cap ETF	17.4M	$4.6B	4.7%	—	$124.57	+106.51%	24 qtrssince 2018-Q4	Increased 59
VO ETF VANGUARD INDEX FDS	14.5M	$3.8B	3.9%	—	$48.27	+33.04%	24 qtrssince 2018-Q4	Increased 60
IWR ETF ISHARES TR	43M	$3.8B	3.9%	—	$68.86	+24.82%	24 qtrssince 2018-Q4	Increased 61
VEA ETF VANGUARD FTSE DEV MKT ETF	67.1M	$3.6B	3.6%	—	$34.58	+44.04%	24 qtrssince 2018-Q4	Increased 60
IWB ETF ISHARES RUSSELL 1000 ETF	9.3M	$2.9B	3.0%	—	$176.07	+74.89%	24 qtrssince 2018-Q4	Increased 57
IUSB ETF ISHARES TR	53.9M	$2.5B	2.6%	—	$42.18	+3.10%	24 qtrssince 2018-Q4	Increased 57
IWM ETF iShares Russell 2000 ETF	8.1M	$1.8B	1.8%	—	$146.82	+47.34%	24 qtrssince 2018-Q4	Increased 52
VB ETF Vanguard Small-Cap ETF	7.2M	$1.7B	1.8%	—	$133.82	+72.46%	24 qtrssince 2018-Q4	Increased 51
AVDV ETF AMERICAN CENTY ETF TR	17.2M	$1.2B	1.2%	—	$57.10	+14.57%	6 qtrssince 2023-Q2	Increased 51
IWD ETF ISHARES RUSSELL 1000 VALUE E	6.2M	$1.2B	1.2%	—	$98.05	+87.16%	24 qtrssince 2018-Q4	Increased 51
IWS ETF ISHARES TR	8.7M	$1.2B	1.2%	—	$80.83	+58.78%	24 qtrssince 2018-Q4	Increased 53
IUSG ETF ISHARES TR	7.1M	$928.6M	1.0%	—	$62.85	+107.51%	24 qtrssince 2018-Q4	Increased 46
VWOB ETF VANGUARD WHITEHALL FDS	13.5M	$893.9M	0.9%	—	$54.74	+6.90%	19 qtrssince 2020-Q1	Increased 46
SCZ ETF iShares MSCI EAFE Small-Cap ET	13.1M	$883.7M	0.9%	—	$58.62	+9.38%	24 qtrssince 2018-Q4	Increased 46