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JEDIJEDI
3 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in ETF SER SOLUTIONS

Yes. Williams Jones Wealth Management holds 305,377 shares of JEDI (ETF Ser Solutions), worth $8.9M, as of its Q2 2026 13F filing. It reduced the position by 34,773 shares (-10.2%) from Q1 2026. Williams Jones Wealth Management has held JEDI since Q4 2025, across 3 quarterly 13F filings. JEDI is 0.1% of Williams Jones Wealth Management's reported 13F portfolio.

Current Value

$8.9M

Current Shares

305,377

Total Value Change

+$5.2M

Total Shares Change

+152,127

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
305,377
-10.2%
$8.9M0.1%$29.05
0
2026-Q1
Increased
340,150
+122.0%
$8.7M0.1%$26.96
53
2025-Q4
New
153,250
-
$3.7M0.0%$24.42
37

Other major holders of JEDI: JANE STREET GROUP, LLC, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ROYAL BANK OF CANADA

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