Jones Financial Companies 13F Holdings & Latest Moves

13F filer · Latest filing May 15, 2026 · SEC CIK 0000815917

Jones Financial Companies reported a 13F portfolio worth $208.07B as of Q1 2026. Latest 13F moves (filed May 15, 2026): 66 added. Largest change by value: added $AAPL ($2.42B held).

13F value (Q1 2026)
$208.07B
New positions
0
Added / reduced
66 / 0
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +5.55M (+193.20%) 8.42M $2.42B +2.9%-1.3% —
$AMZN Added +5.18M (+155.56%) 8.52M $2.05B +0.8%-6.9% —
$AVGO Added +2.16M (+134.87%) 3.76M $1.41B -2.6%-7.4% —
$AMD Added +610.43K (+87.62%) 1.31M $738.37M +10.2%+29.0% —
$APH Added +2.42M (+667.09%) 2.79M $491.46M +5.6%+26.9% —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +5.55M (+193.20%) 8.42M $2.42B +2.9%-1.3% —
$AMZN Added +5.18M (+155.56%) 8.52M $2.05B +0.8%-6.9% —
$AVGO Added +2.16M (+134.87%) 3.76M $1.41B -2.6%-7.4% —
$AMD Added +610.43K (+87.62%) 1.31M $738.37M +10.2%+29.0% —
$APH Added +2.42M (+667.09%) 2.79M $491.46M +5.6%+26.9% —
$BAC Added +5.01M (+329.09%) 6.54M $372.52M +4.1%+12.9% —
$ADI Added +738.35K (+394.02%) 925.74K $367.69M -4.9%+2.7% —
$ASML Added +156.56K (+575.43%) 183.76K $362.75M +8.7%+26.0% —
$BAC Added +5.01M (+329.09%) 6.54M $360.62M +4.1%+12.9% —
$AMAT Added +300.05K (+181.45%) 465.42K $325.51M -0.9%+34.3% —
$AMAT Added +300.05K (+181.45%) 465.42K $257.14M -0.9%+34.3% —
$BCS Added +8.85M (+22147.15%) 8.89M $238.79M +5.8%+13.8% —
$ANET Added +1.26M (+1164.80%) 1.37M $231.06M +8.5%+19.1% —
$BCS Added +8.85M (+22147.15%) 8.89M $220.03M +5.8%+13.8% —
$ACGL Added +2.10M (+22038.77%) 2.11M $207.70M +2.5%-2.6% —
$ABBV Added +491.62K (+172.02%) 777.40K $196.37M +2.5%+5.3% —
$AME Added +643.03K (+421.97%) 795.42K $193.28M -1.5%+1.3% —
$ACGL Added +2.10M (+22038.77%) 2.11M $192.65M +2.5%-2.6% —
$AZN Added +944.75K (+1583.48%) 1M $190.46M +3.0%-2.4% —
$AZN Added +944.75K (+1583.48%) 1M $183.08M +3.0%-2.4% —
$AME Added +643.03K (+421.97%) 795.42K $181.25M -1.5%+1.3% —
$ABBV Added +491.62K (+172.02%) 777.40K $175.92M +2.5%+5.3% —
$BA Added +633.54K (+403.20%) 790.67K $171.16M -0.7%+3.8% —
$ABT Added +995.30K (+196.73%) 1.50M $136.46M +3.5%+5.0% —
$BBVA Added +4.74M (+14447.01%) 4.78M $119.69M +2.2%+8.9% —
$AXP Added +244.37K (+243.92%) 344.55K $116.55M -0.5%+7.0% —
$BBVA Added +4.74M (+14447.01%) 4.78M $110.57M +2.2%+8.9% —
$AON Added +253.76K (+4814.30%) 259.03K $86.68M +2.4%+3.9% —
$AON Added +253.76K (+4814.30%) 259.03K $84.58M +2.4%+3.9% —
$ASX Added +1.82M (+13172.19%) 1.84M $82.86M +3.0%+13.9% —
$ALL Added +124.67K (+63.99%) 319.49K $77.05M -0.4%+2.6% —
$ALL Added +124.67K (+63.99%) 319.49K $70.01M -0.4%+2.6% —
$AMT Added +132.86K (+59.25%) 357.10K $67.59M +7.7%+9.9% —
$ASX Added +1.82M (+13172.19%) 1.84M $67.58M +3.0%+13.9% —
$AOS Added +1.06M (+15088.68%) 1.07M $66.90M —
$AOS Added +1.06M (+15088.68%) 1.07M $62.59M —
$AMT Added +132.86K (+59.25%) 357.10K $58.84M +7.7%+9.9% —
$BBD Added +16.55M (+60466.73%) 16.58M $57.85M —
$BBD Added +16.55M (+60466.73%) 16.58M $57.02M —
$BDX Added +282.87K (+302.35%) 376.43K $56.96M +2.9%+2.1% —
$AMGN Added +110.31K (+249.80%) 154.47K $55.79M +4.0%+7.4% —
$BDX Added +282.87K (+302.35%) 376.43K $55.47M +2.9%+2.1% —
$AER Added +368.89K (+16129.95%) 371.18K $54.84M -0.8%+1.2% —
$AROC Added +1.27M (+44176.49%) 1.27M $51.88M -0.5%-3.0% —
$AER Added +368.89K (+16129.95%) 371.18K $51.82M -0.8%+1.2% —
$AWI Added +318.97K (+14491.91%) 321.17K $51.52M +1.5%+1.0% —
$ADP Added +182.52K (+402.02%) 227.92K $51.08M +5.0%+4.9% —
$ADP Added +182.52K (+402.02%) 227.92K $50.70M +5.0%+4.9% —
$AEP Added +184.28K (+100.65%) 367.38K $50.65M +5.2%+3.3% —
$AJG Added +208.97K (+1598.58%) 222.04K $50.41M +2.4%+8.3% —
$AWI Added +318.97K (+14491.91%) 321.17K $49.81M +1.5%+1.0% —
$AJG Added +208.97K (+1598.58%) 222.04K $49.06M +2.4%+8.3% —
$AEP Added +184.28K (+100.65%) 367.38K $47.20M +5.2%+3.3% —
$ARW Added +205.59K (+17219.01%) 206.79K $46.08M +4.3%+10.0% —
$AROC Added +1.27M (+44176.49%) 1.27M $45.85M -0.5%-3.0% —
$ARW Added +205.59K (+17219.01%) 206.79K $43.32M +4.3%+10.0% —
$AKAM Added +345.58K (+3614.86%) 355.14K $42.01M -2.4%-11.1% —
$APD Added +118.28K (+811.74%) 132.85K $39.39M -2.0%-4.2% —
$ACN Added +168.05K (+202.86%) 250.89K $39.18M +6.2%-2.1% —
$BAM Added +816.29K (+12050.40%) 823.07K $38.37M 0.0%+1.6% —
$AIG Added +481.90K (+2336.14%) 502.53K $37.79M +1.2%-1.0% —
$AIG Added +481.90K (+2336.14%) 502.53K $37.51M +1.2%-1.0% —
$ALSN Added +320.37K (+5879.39%) 325.82K $37.40M -5.9%+2.4% —
$ALLY Added +782.20K (+4230.41%) 800.69K $37.35M +0.9%+8.2% Read
$APD Added +118.28K (+811.74%) 132.85K $37.17M -2.0%-4.2% —
$BAM Added +816.29K (+12050.40%) 823.07K $36.91M 0.0%+1.6% —

All tracked 13F moves by Jones Financial Companies

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BA Added +633.54K (+403.20%) 790.67K $171.16M -0.7%+3.8% —
$ALL Added +124.67K (+63.99%) 319.49K $77.05M -0.4%+2.6% —
$BAM Added +816.29K (+12050.40%) 823.07K $36.91M 0.0%+1.6% —
$AVGO Added +2.16M (+134.87%) 3.76M $1.41B -2.6%-7.4% —
$BDX Added +282.87K (+302.35%) 376.43K $56.96M +2.9%+2.1% —
$BDX Added +282.87K (+302.35%) 376.43K $55.47M +2.9%+2.1% —
$BCS Added +8.85M (+22147.15%) 8.89M $220.03M +5.8%+13.8% —
$BBVA Added +4.74M (+14447.01%) 4.78M $110.57M +2.2%+8.9% —
$BBD Added +16.55M (+60466.73%) 16.58M $57.02M —
$BCS Added +8.85M (+22147.15%) 8.89M $238.79M +5.8%+13.8% —
$BAC Added +5.01M (+329.09%) 6.54M $372.52M +4.1%+12.9% —
$BBD Added +16.55M (+60466.73%) 16.58M $57.85M —
$BBVA Added +4.74M (+14447.01%) 4.78M $119.69M +2.2%+8.9% —
$BAM Added +816.29K (+12050.40%) 823.07K $38.37M 0.0%+1.6% —
$BAC Added +5.01M (+329.09%) 6.54M $360.62M +4.1%+12.9% —
$AZN Added +944.75K (+1583.48%) 1M $183.08M +3.0%-2.4% —
$AWI Added +318.97K (+14491.91%) 321.17K $49.81M +1.5%+1.0% —
$ADP Added +182.52K (+402.02%) 227.92K $50.70M +5.0%+4.9% —
$ASX Added +1.82M (+13172.19%) 1.84M $67.58M +3.0%+13.9% —
$AZN Added +944.75K (+1583.48%) 1M $190.46M +3.0%-2.4% —
$ASML Added +156.56K (+575.43%) 183.76K $362.75M +8.7%+26.0% —
$ASX Added +1.82M (+13172.19%) 1.84M $82.86M +3.0%+13.9% —
$ARW Added +205.59K (+17219.01%) 206.79K $46.08M +4.3%+10.0% —
$AJG Added +208.97K (+1598.58%) 222.04K $50.41M +2.4%+8.3% —
$ARW Added +205.59K (+17219.01%) 206.79K $43.32M +4.3%+10.0% —
$AROC Added +1.27M (+44176.49%) 1.27M $45.85M -0.5%-3.0% —
$AWI Added +318.97K (+14491.91%) 321.17K $51.52M +1.5%+1.0% —
$ANET Added +1.26M (+1164.80%) 1.37M $231.06M +8.5%+19.1% —
$AROC Added +1.27M (+44176.49%) 1.27M $51.88M -0.5%-3.0% —
$ACGL Added +2.10M (+22038.77%) 2.11M $207.70M +2.5%-2.6% —
$AMAT Added +300.05K (+181.45%) 465.42K $325.51M -0.9%+34.3% —
$AAPL Added +5.55M (+193.20%) 8.42M $2.42B +2.9%-1.3% —
$APD Added +118.28K (+811.74%) 132.85K $37.17M -2.0%-4.2% —
$AOS Added +1.06M (+15088.68%) 1.07M $62.59M —
$AON Added +253.76K (+4814.30%) 259.03K $84.58M +2.4%+3.9% —
$AON Added +253.76K (+4814.30%) 259.03K $86.68M +2.4%+3.9% —
$ADI Added +738.35K (+394.02%) 925.74K $367.69M -4.9%+2.7% —
$AMT Added +132.86K (+59.25%) 357.10K $67.59M +7.7%+9.9% —
$APH Added +2.42M (+667.09%) 2.79M $491.46M +5.6%+26.9% —
$AMGN Added +110.31K (+249.80%) 154.47K $55.79M +4.0%+7.4% —
$AME Added +643.03K (+421.97%) 795.42K $193.28M -1.5%+1.3% —
$AMT Added +132.86K (+59.25%) 357.10K $58.84M +7.7%+9.9% —
$AIG Added +481.90K (+2336.14%) 502.53K $37.51M +1.2%-1.0% —
$AXP Added +244.37K (+243.92%) 344.55K $116.55M -0.5%+7.0% —
$AEP Added +184.28K (+100.65%) 367.38K $50.65M +5.2%+3.3% —
$AME Added +643.03K (+421.97%) 795.42K $181.25M -1.5%+1.3% —
$AMZN Added +5.18M (+155.56%) 8.52M $2.05B +0.8%-6.9% —
$AMAT Added +300.05K (+181.45%) 465.42K $257.14M -0.9%+34.3% —
$ALLY Added +782.20K (+4230.41%) 800.69K $37.35M +0.9%+8.2% Read
$ALSN Added +320.37K (+5879.39%) 325.82K $37.40M -5.9%+2.4% —
$ALL Added +124.67K (+63.99%) 319.49K $70.01M -0.4%+2.6% —
$AKAM Added +345.58K (+3614.86%) 355.14K $42.01M -2.4%-11.1% —
$AJG Added +208.97K (+1598.58%) 222.04K $49.06M +2.4%+8.3% —
$APD Added +118.28K (+811.74%) 132.85K $39.39M -2.0%-4.2% —
$AIG Added +481.90K (+2336.14%) 502.53K $37.79M +1.2%-1.0% —
$AER Added +368.89K (+16129.95%) 371.18K $54.84M -0.8%+1.2% —
$AER Added +368.89K (+16129.95%) 371.18K $51.82M -0.8%+1.2% —
$AEP Added +184.28K (+100.65%) 367.38K $47.20M +5.2%+3.3% —
$AMD Added +610.43K (+87.62%) 1.31M $738.37M +10.2%+29.0% —
$ADP Added +182.52K (+402.02%) 227.92K $51.08M +5.0%+4.9% —
$ACGL Added +2.10M (+22038.77%) 2.11M $192.65M +2.5%-2.6% —
$ACN Added +168.05K (+202.86%) 250.89K $39.18M +6.2%-2.1% —
$ABBV Added +491.62K (+172.02%) 777.40K $196.37M +2.5%+5.3% —
$ABBV Added +491.62K (+172.02%) 777.40K $175.92M +2.5%+5.3% —
$ABT Added +995.30K (+196.73%) 1.50M $136.46M +3.5%+5.0% —
$AOS Added +1.06M (+15088.68%) 1.07M $66.90M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Jones Financial Companies holds or traded

Frequently asked questions

What did Jones Financial Companies buy and sell in its latest 13F?

It opened or added to $AAPL, $AMZN, $AVGO, $AMD and $APH.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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