JF
DCI icon

Jump Financial’s Donaldson DCI Stock Holding History

Jump Financial’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,053
Closed -$1.6M – 1991
2025
Q4 		$1.6M Buy
18,053
+13,049
+261% +$1.13M 0.02% 771
2025
Q3 		$410K Buy
+5,004
New +$377K 0.01% 1361
2024
Q4 		– Sell
-20,251
Closed -$1.49M – 1728
2024
Q3 		$1.49M Sell
20,251
-16,406
-45% -$1.19M 0.03% 632
2024
Q2 		$2.62M Sell
36,657
-4,222
-10% -$310K 0.05% 445
2024
Q1 		$3.05M Buy
+40,879
New +$2.78M 0.08% 281
2023
Q2 		– Sell
-60,016
Closed -$3.92M – 1871
2023
Q1 		$3.92M Buy
60,016
+45,931
+326% +$2.89M 0.16% 202
2022
Q4 		$829K Buy
+14,085
New +$807K 0.04% 564
2022
Q2 		– Sell
-15,700
Closed -$815K – 1697
2022
Q1 		$815K Sell
15,700
-19,300
-55% -$1.05M 0.03% 604
2021
Q4 		$2.07M Buy
+35,000
New +$2.07M 0.13% 193
2021
Q1 		– Sell
-6,069
Closed -$339K – 1005
2020
Q4 		$339K Buy
+6,069
New +$320K 0.06% 546

Other funds holding DCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return