JF
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Jump Financial’s Pathward Financial CASH Stock Holding History

Jump Financial’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
22,080
+5,350
+32% +$466K 0.03% 656
2025
Q4 		$1.19M Buy
+16,730
New +$1.2M 0.01% 910
2025
Q2 		– Sell
-6,055
Closed -$442K – 1822
2025
Q1 		$442K Sell
6,055
-1,716
-22% -$131K 0.01% 1126
2024
Q4 		$572K Sell
7,771
-11,581
-60% -$882K 0.01% 1016
2024
Q3 		$1.28M Buy
19,352
+1,225
+7% +$78.8K 0.03% 687
2024
Q2 		$1.03M Buy
18,127
+7,740
+75% +$407K 0.02% 805
2024
Q1 		$524K Buy
+10,387
New +$527K 0.01% 1154
2022
Q4 		– Sell
-9,702
Closed -$320K – 1599
2022
Q3 		$320K Buy
+9,702
New +$348K 0.01% 1113
2022
Q2 		– Sell
-4,300
Closed -$236K – 1645
2022
Q1 		$236K Buy
+4,300
New +$244K 0.01% 1210
2021
Q4 		– Sell
-4,100
Closed -$215K – 1404
2021
Q3 		$215K Buy
+4,100
New +$204K 0.02% 834

Other funds holding CASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM