Institutional filer · SEC 13F · Q1 2025
JONES FINANCIAL COMPANIES LLLP
The reported 13F portfolio of JONES FINANCIAL COMPANIES LLLP (CIK 815917) - top holdings, how concentrated the book is, and what changed last quarter.
- $7.8B
- Reported book
- 3,697
- Positions
- #18
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, JONES FINANCIAL COMPANIES LLLP ranks #18 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $7.8B across 3,697 positions, a moderately concentrated portfolio.
- $7.8B
- reported 13F value
- 3,697
- disclosed positions
- 26.0%
- in SPDR PORTFOLIO LARGE C
- #18
- of 360 filers
Top-5 share 34.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, JONES FINANCIAL COMPANIES LLLP ranks #18 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where JONES FINANCIAL COMPANIES LLLP sits by disclosed position count
JONES FINANCIAL COMPANIES LLLP reports 3,697 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
JONES FINANCIAL COMPANIES LLLP vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
3,697 4th of 360 higher than 356 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
JONES FINANCIAL COMPANIES LLLP reports $7.82B across 3,697 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 815917 · Q1 2025 $7.8B book
BOOK-MEGA · POS-MEGA · CONC-HEAVY · LEAD-DOM · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-MEGA #18/360
- POS-MEGA 3,697 names
- CONC-HEAVY 34% top-5
- LEAD-DOM 26.0% SPDR PORTFOLIO LARGE…
- NEAR-PEER Polar Asset Partners .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: Polar Asset Management Partners Inc.
Read with: How to read 13F filings - 3,697 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · JONES FINANCIAL COMPANIES LLLP
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$7.8B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SPDR PORTFOLIO LARGE CAP ETF | $2.0B | 26.0% |
| 2 | ISHARES TR | $192.2M | 2.5% |
| 3 | SPDR S&P 500 ETF TR | $178.8M | 2.3% |
| 4 | ISHARES TR | $140.2M | 1.8% |
| 5 | VANGUARD INDEX FDS | $123.7M | 1.6% |
| 6 | ISHARES TR | $107.1M | 1.4% |
| 7 | VANGUARD TAX-MANAGED FDS | $96.6M | 1.2% |
| 8 | VANGUARD INTL EQUITY INDEX F | $84.6M | 1.1% |
| 9 | ISHARES TR | $79.0M | 1.0% |
| 10 | INVESCO EXCHANGE-TRADED FD TR | $78.4M | 1.0% |
| 11 | PACER US CASH COWS 100 | $77.8M | 1.0% |
| 12 | VANECK ETF TR | $77.4M | 1.0% |
| 13 | APPLE INC | $77.0M | 1.0% |
| 14 | VANGUARD MUN BD FDS | $74.2M | 0.9% |
| 15 | ISHARES TR | $74.2M | 0.9% |
| 16 | VANGUARD INDEX FDS | $71.2M | 0.9% |
| 17 | MICROSOFT CORP | $70.2M | 0.9% |
| 18 | J P MORGAN EXCHANGE-TRADED FD | $69.6M | 0.9% |
| 19 | DIMENSIONAL ETF TRUST | $60.2M | 0.8% |
| 20 | SCHWAB STRATEGIC TRUST US | $57.4M | 0.7% |
| 21 | PGIM ETF TR | $55.5M | 0.7% |
| 22 | VANGUARD INDEX FDS | $51.9M | 0.7% |
| 23 | BLACKROCK ETF TR II | $51.6M | 0.7% |
| 24 | PGIM ETF TR | $51.0M | 0.7% |
| 25 | INVESCO EXCHANGE-TRADED FD TR | $48.6M | 0.6% |
Latest Quarter Trades · Q1 2025
New positions (200)
Frequently Asked Questions
- How big is JONES FINANCIAL COMPANIES LLLP's 13F portfolio?
- JONES FINANCIAL COMPANIES LLLP reports $7.8B of long US-equity positions across 3,697 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does JONES FINANCIAL COMPANIES LLLP sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, JONES FINANCIAL COMPANIES LLLP ranks #18 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is JONES FINANCIAL COMPANIES LLLP's largest position?
- JONES FINANCIAL COMPANIES LLLP's largest reported position is SPDR PORTFOLIO LARGE CAP ETF at $2.0B, about 26.0% of its reported book as of Q1 2025.
- What did JONES FINANCIAL COMPANIES LLLP trade last quarter?
- In its Q1 2025 filing, JONES FINANCIAL COMPANIES LLLP opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for JONES FINANCIAL COMPANIES LLLP: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($7.8B here).
Similar holding count
Nearest filers by number of disclosed positions (3,697 here).
Using this filing
- The rankings sort every tracked filer the same way JONES FINANCIAL COMPANIES LLLP was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Polar Asset Management Partners Inc. reported the nearest book value ($7.4B) this quarter, a useful scale comparison for JONES FINANCIAL COMPANIES LLLP. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.