JONES FINANCIAL COMPANIES LLLP JG β€” AUTODESK INC

Ownership history in JONES FINANCIAL COMPANIES LLLP  Β·  5 quarters on record

AI Ownership Summary

JONES FINANCIAL COMPANIES LLLP reported AUTODESK INC (JG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows JG 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 JG 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 AUTODESK 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

JG 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
2025 Q1 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.

JG stock page JONES FINANCIAL COMPANIES LLLP fund profile JONES FINANCIAL COMPANIES LLLP full holdings
How JONES FINANCIAL COMPANIES LLLP held JG β€” position size vs. price
% of Fund (quarterly)    JG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 32.3% -36.0% βœ… 557 -266 -32.3% 0.00% $4K 2026-05-15 $6.20
2025 Q4 REDUCED 16.7% +11.8% ❌ 823 -165 -16.7% 0.00% $5K 2026-02-17 $8.20
2025 Q3 ADDED β€” β€” β€” 988 +90 +10.0% 0.00% $8K 2025-11-14 (Est.) $6.38
2025 Q2 REDUCED 83.2% -20.8% βœ… 898 -4,463 -83.2% 0.00% $10K 2025-08-13 $9.13
2025 Q1 INITIATED β€” β€” β€” 5,361 β€” β€” 0.00% $1.4M 2025-05-16 $8.90

🏒 Other funds also holding JG

As of 2026 Q2 β€” sorted by position size

SBI Securities Co., Ltd. 0.0%

FAQ About JONES FINANCIAL COMPANIES LLLP and JG

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 JG?

JONES FINANCIAL COMPANIES LLLP reported JG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

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

What is the latest reported JG position on this page?

The most recent filing on this page is 2026 Q1, when JONES FINANCIAL COMPANIES LLLP reported 557 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this JG ownership page compare?

The chart compares JONES FINANCIAL COMPANIES LLLP's quarterly JG 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 JG position?

Based on 13F filing dates vs. subsequent JG price moves, JONES FINANCIAL COMPANIES LLLP correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on JG relative to SPY over the holding period was -44.7%.

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