JNFC Jones Financial Companies LLLP
Company profile
Ticker
JNFC
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
JONES FINANCIAL COMPANIES LP LLP, JONES FINANCIAL COMPANIES L P
SEC CIK
Corporate docs
Investment data
Securities sold
Number of investors
| Top 50 of 674 long holdings End of quarter 31 Mar 21 |
Value |
#Shares |
Prev Q |
Change %, QoQ |
|---|---|---|---|---|
| $20.79B | 125.1M | 135.75M | -7.8 | |
| $18.17B | 155.17M | 155.54M | -0.2 | |
|
Vanguard ETF/USA
|
$6.38B | 90.61M | 32.84M | +176.0 |
| $3.55B | 41.75M | 44.14M | -5.4 | |
| $3.22B | 50.59M | 45.14M | +12.1 | |
| $2.75B | 37.89M | 43.55M | -13.0 | |
|
Vanguard ETF/USA
|
$2.74B | 55.38M | 62.19M | -11.0 |
| $1.06B | 22.17M | 7.27M | +204.8 | |
| $237.4M | 5.58M | 5.31M | +5.0 | |
| $203.2M | 4.25M | 3.97M | +7.1 | |
| $165.85M | 418.54K | 419.05K | -0.1 | |
| $139.6M | 1.37M | 1.41M | -2.7 | |
|
Vanguard Etf/usa
|
$56.55M | 382.18K | 359.97K | +6.2 |
|
Vanguard Group Inc/The
|
$55.66M | 1.02M | 900.47K | +13.1 |
| $42.59M | 348.68K | 332.68K | +4.8 | |
| $39.72M | 168.45K | 163.5K | +3.0 | |
| $32.63M | 15.82K | 15.83K | -0.1 | |
| $28.2M | 133.16K | 129.49K | +2.8 | |
| $26.95M | 81.53K | 76.46K | +6.6 | |
| $24.93M | 84.64K | 82.87K | +2.1 | |
| $24.79M | 89.49K | 88.84K | +0.7 | |
| $23.82M | 7.7K | 7.36K | +4.6 | |
| $20.55M | 125.07K | 122.05K | +2.5 | |
| $20.38M | 133.9K | 135.41K | -1.1 | |
| $19.26M | 51.48K | 52.01K | -1.0 | |
| $19.11M | 78.69K | 81.05K | -2.9 | |
| $18.95M | 158.16K | 155.76K | +1.5 | |
| $18.57M | 24.62K | 25.29K | -2.6 | |
| $18.2M | 39.88K | 39.16K | +1.8 | |
| $17.79M | 93.54K | 95.38K | -1.9 | |
| $17.68M | 38.12K | 35.93K | +6.1 | |
| $16.37M | 88.74K | 85.67K | +3.6 | |
| $14.85M | 109.64K | 102.6K | +6.9 | |
| $14.57M | 60.96K | 58.47K | +4.3 | |
| $14.5M | 30.49K | 29.98K | +1.7 | |
| $14.04M | 118.87K | 115.9K | +2.6 | |
| $13.83M | 209.04K | 204.86K | +2.0 | |
| $13.76M | 178.45K | 177.69K | +0.4 | |
| $13.71M | 130.84K | 128.64K | +1.7 | |
| $13.55M | 186.28K | 194.86K | -4.4 | |
| $13.24M | 342.08K | 344.05K | -0.6 | |
| $12.98M | 358.3K | 351.29K | +2.0 | |
| $12.37M | 56.96K | 67.29K | -15.3 | |
| $12.02M | 140.58K | 138.99K | +1.1 | |
| $11.59M | 149.94K | 145.82K | +2.8 | |
| $11.42M | 195.18K | 188.09K | +3.8 | |
| $11.32M | 79.99K | 76.97K | +3.9 | |
| $11.27M | 107.88K | 110.48K | -2.4 | |
| $11.16M | 52.69K | 43.21K | +22.0 | |
| $10.62M | 47.36K | 46.19K | +2.5 |
Holdings list only includes long positions.
Only includes long positions.
Calendar
7 May 21
24 Jun 21
31 Dec 21
Financial summary
Quarter (USD) |
Mar 21 | Dec 20 | Sep 20 | Jun 20 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
Annual (USD) |
Dec 20 | Dec 19 | Dec 18 | Dec 17 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
Financial data from company earnings reports.
| Cash burn rate (estimated) | Burn method: Change in cash | Burn method: Operating income/loss | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 6.46B | 6.46B | 6.46B | 6.46B | 6.46B | 6.46B |
| Cash burn (monthly) | 140M | 32.25M | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) |
| Cash used (since last report) | 412.64M | 95.06M | n/a | n/a | n/a | n/a |
| Cash remaining | 6.04B | 6.36B | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 43.2 | 197.2 | n/a | n/a | n/a | n/a |
Content analysis
?
| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. freshman Avg
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New words:
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Removed:
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Financial reports
10-Q
2021 Q1
Quarterly report
7 May 21
10-K
2020 FY
Annual report
12 Mar 21
10-Q
2020 Q3
Quarterly report
4 Nov 20
10-Q
2020 Q2
Quarterly report
10 Aug 20
10-Q
2020 Q1
Quarterly report
8 May 20
10-K
2019 FY
Annual report
12 Mar 20
10-Q
2019 Q3
Quarterly report
7 Nov 19
10-Q
2019 Q2
Quarterly report
5 Aug 19
10-Q
2019 Q1
Quarterly report
10 May 19
10-K
2018 FY
Annual report
14 Mar 19
Current reports
8-K
Departure of Directors or Certain Officers
8 Jun 21
8-K
Edward Jones Announces Results for Full-Year 2020
13 Jan 21
8-K
Departure of Directors or Certain Officers
10 Aug 20
8-K
Other Events
1 Jul 20
8-K
Departure of Directors or Certain Officers
5 May 20
8-K
Edward Jones Announces Strong Results for Full-Year 2019
14 Jan 20
8-K
Departure of Directors or Certain Officers
5 Nov 19
8-K
Departure of Directors or Certain Officers
10 Jul 19
8-K
Departure of Directors or Certain Officers
22 Jan 19
8-K
Edward Jones Announces Strong Results for Full-Year 2018
11 Jan 19
Registration and prospectus
D
$450K in equity, sold $450K, 1 investor
11 Jun 21
D
$59.9M in equity, sold $59.9M, 91 investors
13 Jan 21
D
$49.23M in equity, sold $49.23M, 84 investors
13 Jan 20
D
$368.67K in equity, sold $368.67K, 1 investor
13 Sep 19
D
$2M in equity, sold $2M, 1 investor
15 Jul 19
D
Indefinite amount in equity
19 Dec 18
D
$1.4M in equity, sold $1.4M, 1 investor
13 Sep 18
D
Indefinite amount in equity
28 Aug 18
S-8 POS
Registration of securities for employees (post-effective amendment)
6 Aug 18
S-8
Registration of securities for employees
11 Jan 18
Proxies
No filings
Other
EFFECT
Notice of effectiveness
26 Sep 10
CORRESP
Correspondence with SEC
23 Sep 10
UPLOAD
Letter from SEC
21 Sep 10
CORRESP
Correspondence with SEC
13 Sep 10
UPLOAD
Letter from SEC
29 Aug 10
CORRESP
Correspondence with SEC
3 Aug 10
UPLOAD
Letter from SEC
14 Jul 10
UPLOAD
Letter from SEC
3 Oct 07
CORRESP
Correspondence with SEC
5 Sep 07
UPLOAD
Letter from SEC
21 Aug 07
Ownership
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
29 Oct 20
3
JONES FINANCIAL COMPANIES LLLP / Lisa Marie Dolan ownership change
12 Aug 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
21 Jan 20
3
JONES FINANCIAL COMPANIES LLLP / Kristin Michele Johnson ownership change
6 Nov 19
13F-HR
Quarterly holdings report by institutional manager
31 Oct 19
13F-HR
Quarterly holdings report by institutional manager
2 Aug 19