Jump Financial’s Broadridge BR Stock Holding History

Jump Financial’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6M	Buy	+77,414	New	+$14.7M	0.19%	134
2025 Q4	–	Sell	-1,095	Closed	-$261K	–	1950
2025 Q3	$261K	Sell	1,095 -5,532	-83%	-$1.38M	﹤0.01%	1540
2025 Q2	$1.61M	Sell	6,627 -27,938	-81%	-$6.64M	0.02%	791
2025 Q1	$8.38M	Buy	34,565 +32,545	+1,611%	+$7.66M	0.13%	221
2024 Q4	$457K	Sell	2,020 -325	-14%	-$72.8K	0.01%	1120
2024 Q3	$504K	Buy	+2,345	New	+$490K	0.01%	1101
2024 Q2	–	Sell	-6,045	Closed	-$1.24M	–	1826
2024 Q1	$1.24M	Sell	6,045 -9,907	-62%	-$2M	0.03%	679
2023 Q4	$3.28M	Sell	15,952 -21,585	-58%	-$3.98M	0.11%	219
2023 Q3	$6.72M	Buy	37,537 +25,275	+206%	+$4.48M	0.25%	64
2023 Q2	$2.03M	Buy	+12,262	New	+$1.86M	0.07%	385
2022 Q4	–	Sell	-5,065	Closed	-$731K	–	1590
2022 Q3	$731K	Buy	+5,065	New	+$822K	0.03%	743
2022 Q2	–	Sell	-1,683	Closed	-$262K	–	1635
2022 Q1	$262K	Buy	+1,683	New	+$258K	0.01%	1138
2021 Q4	–	Sell	-4,537	Closed	-$756K	–	1391
2021 Q3	$756K	Buy	+4,537	New	+$773K	0.05%	361
2021 Q1	–	Sell	-2,426	Closed	-$371K	–	959
2020 Q4	$371K	Buy	+2,426	New	+$352K	0.06%	506

Other funds holding BR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return