JONES FINANCIAL COMPANIES LLLP
Institutional investor · Portfolio as of Q4 2020
SEC EDGAR SourceSEC Filings
JONES FINANCIAL COMPANIES LLLP manages $54.6B across 685 positions as of Q4 2020. Fund DNA: Momentum Trader. HoldingsIntel Rating: 3/5.0.
Q4 2020 Summary
Active quarter - 487 new positions, 1 exits, 101 increased. No standout high-conviction moves this quarter. Portfolio: $54.6B across 685 positions.
Top holdings by portfolio weight
VTV16.54%
AGG12.64%
BND5.87%
VUG5.74%
IEFA5.39%
VEA5.38%
VV5.35%
VB4.20%
VEU3.30%
IWD3.19%
Other2.75%
Behavioral investing profile
Momentum Trader84%
7-dimension quality assessment
Solid(3.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings685 positions
No holdings data available
No holdings data available for 2020-Q4. This filer may not have filed for this period.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Security
7Q
35473P553FRANKLIN TEMPLETON ETF TR
Q3 2024 → Q1 2026+1.6M shares+$34.8M
36
7Q
46435U440ISHARES TR
Q3 2024 → Q1 2026+14,204 shares+$669,966
40
7Q
921937793VANGUARD BD INDEX FDS
Q3 2024 → Q1 2026+79,686 shares+$5.4M
28
Upgrade to Pro to see all accumulation streaks
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer