JONES FINANCIAL COMPANIES LLLP MNTS MOMENTUS INC

Ownership history in JONES FINANCIAL COMPANIES LLLP  ·  6 quarters on record

AI Ownership Summary

JONES FINANCIAL COMPANIES LLLP reported MOMENTUS INC (MNTS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows MNTS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MNTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JONES FINANCIAL COMPANIES LLLP's position in MOMENTUS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MNTS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JONES FINANCIAL COMPANIES LLLP held MNTS — position size vs. price
% of Fund (quarterly)    MNTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 22 0% 0.00% $85 2026-05-15 $5.45
2025 Q4 REDUCED 94.5% -24.4% 22 -380 -94.5% 0.00% $107 2026-02-17 $5.36
2025 Q3 UNCHANGED 402 0% 0.00% $507 2025-11-14 (Est.) $13.96
2025 Q2 REDUCED 91.6% +9.8% 402 -4,404 -91.6% 0.00% $567 2025-08-13 $34.11
2025 Q1 ADDED 4,806 +4,404 +1095.5% 0.00% $278K 2025-05-16 $35.18
2024 Q4 INITIATED 402 0.00% $3K 2025-02-06 $78.21

FAQ About JONES FINANCIAL COMPANIES LLLP and MNTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has JONES FINANCIAL COMPANIES LLLP reported owning MNTS?

JONES FINANCIAL COMPANIES LLLP reported MNTS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MNTS position in JONES FINANCIAL COMPANIES LLLP's portfolio?

The largest reported portfolio weight for MNTS was 0.00% in 2025 Q1.

What is the latest reported MNTS position on this page?

The most recent filing on this page is 2026 Q1, when JONES FINANCIAL COMPANIES LLLP reported 22 shares, equal to 0.00% of portfolio, with an estimated market value of $85.

What does the chart on this MNTS ownership page compare?

The chart compares JONES FINANCIAL COMPANIES LLLP's quarterly MNTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JONES FINANCIAL COMPANIES LLLP time their MNTS position?

Based on 13F filing dates vs. subsequent MNTS price moves, JONES FINANCIAL COMPANIES LLLP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MNTS relative to SPY over the holding period was -89.7%.

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