Jones Financial Companies LLLP
Jones Financial Companies LLLP (JFC) is a registered limited liability limited partnership based in Des Peres, Missouri. Founded over five years ago, JFC is best known as the parent company of Edward D. Jones & Co., L.P., widely recognized as Edward Jones. The firm operates primarily as a broker-dealer and investment adviser, providing investment management, advisory, and securities brokerage services. With a significant national presence and a robust regional footprint, Edward Jones employs thousands to serve individual investors, families, and businesses across the United States, focusing on long-term trusted relationships.
Investment Strategy
Jones Financial Companies LLLP, through its Edward Jones subsidiary, pursues a client-centric investment strategy focused on long-term financial advice, tailored portfolio management, and personalized service. The firm emphasizes diversified investment portfolios, primarily using mutual funds, equities, fixed income, and insurance products suited to each client's objectives and risk tolerance. The firm's philosophy centers on building face-to-face relationships and offering straightforward, long-term investment recommendations supporting individual investors to achieve their life goals.
Latest 13F Filing Activity
Jones Financial Companies LLLP filed their most recent 13F report on Jun 30, 2025 disclosing 3,941 equity positions with a total 13F market value of $132B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Index FDS among other positions. Jones Financial Companies LLLP reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (3,941)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 11.60% | $15.30B | 35,058,923 | $282.25 | $438.40 | +$3.35B |
A AGG | ISHARES TR | 10.89% | $14.36B | 145,385,703 | $104.87 | $99.20 | +$677.8M |
I IVV | ISHARES TR | 7.77% | $10.25B | 16,600,491 | $555.78 | $620.90 | +$2.28B |
V VTV | VANGUARD INDEX FDS | 7.00% | $9.24B | 52,282,312 | $107.64 | $176.74 | -$2.2M |
V VOO | VANGUARD INDEX FDS | 5.67% | $7.48B | 13,185,471 | $502.93 | $568.03 | +$2.02B |
Industry Allocation
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