JONES FINANCIAL COMPANIES LLLP

Position in JPM — Jpmorgan Chase & Co

CIK 815917 DES PERES, MO

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$578,424,162

+$213,819,666 QoQ

Shares Held

1,966,359

+73.8% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.99026525180054.ToString("F0")% Shared 0.ToString("F0")% None 1.0097347481994632.ToString("F0")%

Financial Services · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $2,047,067,353 across 19 Banks - Diversified names. JPM ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,966,359	$578,424,162
2	BAC	Bank Of America Corp /De/	6,537,754	$318,715,506
3	WFC	Wells Fargo & Company/Mn	3,211,555	$255,671,893
4	BCS	Barclays PLC	8,890,185	$188,116,314
5	C	Citigroup Inc	1,416,827	$160,682,349
6	UBS	UBS Group AG	3,518,000	$137,448,259
7	TD	Toronto Dominion Bank	1,321,663	$123,324,374
8	ING	Ing Groep NV	4,050,874	$105,525,267

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$578,424,162	1,966,359	+73.8%	Shares	Sole	2026-05-15
2025-12-31	$364,604,496	1,131,539	+10.3%	Shares	Defined	2026-02-17
2025-09-30	$323,461,162	1,025,461	+12.0%	Shares	Defined	2025-11-04
2025-06-30	$265,527,409	915,896	+18.9%	Shares	Sole	2025-08-13
2025-03-31	$188,880,018	769,996	+28.0%	Shares	Sole	2025-05-28
2024-12-31	$144,250,765	601,772	+35.2%	Shares	Sole	2025-02-06
2024-09-30	$93,839,236	445,031	+55.0%	Shares	Sole	2024-11-12
2024-06-30	$58,074,104	287,126	+68.2%	Shares	Sole	2024-08-14
2024-03-31	$34,199,020	170,739	+27.0%	Shares	Sole	2024-05-14
2023-12-31	$22,872,155	134,463	+4.0%	Shares	Sole	2024-02-13
2023-09-30	$18,748,330	129,281	-5.9%	Shares	Sole	2023-11-14
2023-06-30	$19,975,020	137,342	-5.9%	Shares	Sole	2023-08-09
2023-03-31	$19,019,526	145,956	-0.6%	Shares	Defined	2023-05-11
2022-12-31	$19,698,351	146,893	+2.6%	Shares	Defined	2023-02-13
2022-09-30	$14,956,771	143,127	+3.8%	Shares	Defined	2022-11-03
2022-06-30	$15,527,904	137,891	+3.6%	Shares	Defined	2022-08-08
2022-03-31	$18,145,554	133,110	+1.5%	Shares	Defined	2022-05-02
2021-12-31	$20,769,660	131,163	+1.7%	Shares	Defined	2022-02-11
2021-09-30	$21,101,441	128,911	-1.7%	Shares	Defined	2021-11-12
2021-06-30	$20,402,803	131,174	-2.0%	Shares	Defined	2021-08-12
2021-03-31	$20,383,748	133,901	-1.1%	Shares	Defined	2021-04-30
2020-12-31	$17,206,929	135,413	-1.6%	Shares	Defined	2021-02-08
2020-09-30	$13,243,574	137,567	-6.4%	Shares	Sole	2020-10-29
2020-06-30	$13,822,587	146,955	+4.6%	Shares	Sole	2020-07-31
2020-03-31	$12,649,394	140,502	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.