Position in CHE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$824,825
+$413,844 QoQ
Shares Held
1,771
+62.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 527 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $45,659,910 across 41 Medical Care Facilities names. CHE ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
49,456 | $19,282,399 | |
| 2 | EHC |
Encompass Health Corp
|
111,593 | $11,279,819 | |
| 3 | THC |
Tenet Healthcare Corp
|
33,447 | $6,257,264 | |
| 4 | CON |
Concentra Group Holdings Parent, Inc.
|
71,673 | $2,132,271 | |
| 5 | MD |
Pediatrix Medical Group, Inc.
|
59,906 | $1,517,418 | |
| 6 | AMN |
Amn Healthcare Services Inc
|
27,250 | $882,082 | |
| 7 | ADUS |
Addus HomeCare Corp
|
8,408 | $844,751 | |
| 8 | CHE |
Chemed Corp
This page
|
1,771 | $824,825 |
All Filings in CHE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,825 | 1,771 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $410,981 | 1,088 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,278 | 10 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,686 | 6 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,921 | 6 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,691 | 6 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $50,481 | 84 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||