Current Market Value 131,911,756,550
Current Holdings 4028
Most Recent File Date 2025-08-13
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Jones Financial Companies Lllp . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 4028 131,911,757
2025-05-28 2025-03-31 13F-HR/A 1 R 3697 111,609,441
2025-05-16 2025-03-31 13F-HR 3697 111,609,441
2025-02-06 2024-12-31 13F-HR 3411 105,199,698
2024-11-12 2024-09-30 13F-HR 3020 97,496,931
2024-08-14 2024-06-30 13F-HR 2422 86,516,438
2024-05-14 2024-03-31 13F-HR 1361 73,370,479
2024-02-13 2023-12-31 13F-HR 1008 66,497,613
2023-11-14 2023-09-30 13F-HR 688 60,821,227
2023-08-09 2023-06-30 13F-HR 527 62,729,531
2023-05-11 2023-03-31 13F-HR 565 60,832,130
2023-02-13 2022-12-31 13F-HR 752 57,542,367
2022-11-03 2022-09-30 13F-HR 533 54,557,971
2022-08-08 2022-06-30 13F-HR 737 58,803,954
2022-05-02 2022-03-31 13F-HR 691 67,150,579
2022-02-11 2021-12-31 13F-HR 753 70,820,275
2021-11-12 2021-09-30 13F-HR 642 67,549,113
2021-08-12 2021-06-30 13F-HR 626 64,918,616
2021-04-30 2021-03-31 13F-HR 782 60,442,764
2021-02-08 2020-12-31 13F-HR 685 54,592,809
2020-10-29 2020-09-30 13F-HR 199 48,123,851
2020-07-31 2020-06-30 13F-HR 192 45,806,629
2020-05-01 2020-03-31 13F-HR 194 41,460,078
2020-01-21 2019-12-31 13F-HR 205 49,989,590
2019-10-31 2019-09-30 13F-HR 207 45,349,837
2019-08-02 2019-06-30 13F-HR 204 44,537,375
2019-05-03 2019-03-31 13F-HR 204 43,649,725
2019-02-11 2018-12-31 13F-HR 205 40,264,289
2018-11-08 2018-09-30 13F-HR 202 44,710,682
2018-08-08 2018-06-30 13F-HR 204 42,851,438
2018-05-11 2018-03-31 13F-HR 211 41,240,873
2018-02-14 2017-12-31 13F-HR 223 39,905,941
2017-11-14 2017-09-30 13F-HR 213 36,759,781
2017-08-14 2017-06-30 13F-HR 215 33,852,965
2017-05-11 2017-03-31 13F-HR 221 30,936,871
2017-02-14 2016-12-31 13F-HR 226 27,231,099
2016-11-14 2016-09-30 13F-HR 219 25,045,260
2016-08-15 2016-06-30 13F-HR 216 23,296,751
2016-05-16 2016-03-31 13F-HR 218 16,871,041
2016-02-12 2015-12-31 13F-HR 232 16,088,960
2015-11-13 2015-09-30 13F-HR 225 15,514,186
2015-08-14 2015-06-30 13F-HR 223 15,688,499
2015-05-15 2015-03-31 13F-HR 226 15,310,647
2015-02-13 2014-12-31 13F-HR 231 14,517,429
2014-11-14 2014-09-30 13F-HR 225 13,816,606
2014-08-14 2014-06-30 13F-HR 227 13,194,644
2014-05-15 2014-03-31 13F-HR 213 12,164,239
2014-02-14 2013-12-31 13F-HR 218 11,327,242
2013-11-14 2013-09-30 13F-HR 712 10,335,292
2013-08-14 2013-06-30 13F-HR 782 9,333,446