JF
CION icon

Jump Financial’s CION Investment CION Stock Holding History

Jump Financial’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465K Buy
68,004
+35,991
+112% +$302K 0.01% 1282
2025
Q4 		$310K Buy
+32,013
New +$309K ﹤0.01% 1542
2024
Q3 		– Sell
-17,371
Closed -$211K – 1691
2024
Q2 		$211K Sell
17,371
-35,910
-67% -$424K ﹤0.01% 1547
2024
Q1 		$586K Buy
53,281
+6,281
+13% +$69.2K 0.02% 1087
2023
Q4 		$532K Buy
47,000
+18,900
+67% +$201K 0.02% 1024
2023
Q3 		$297K Sell
28,100
-6,300
-18% -$68.2K 0.01% 1310
2023
Q2 		$357K Buy
34,400
+898
+3% +$8.86K 0.01% 1210
2023
Q1 		$331K Sell
33,502
-7,898
-19% -$82.7K 0.01% 1072
2022
Q4 		$404K Sell
41,400
-1,700
-4% -$16.5K 0.02% 874
2022
Q3 		$366K Buy
+43,100
New +$405K 0.01% 1043

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return