Jump Financial’s Evolution Petroleum EPM Stock Holding History

Jump Financial’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,877	Closed	-$84.3K	–	1758
2024 Q3	$84.3K	Buy	+15,877	New	+$83.7K	﹤0.01%	1536
2023 Q3	–	Sell	-31,300	Closed	-$253K	–	1951
2023 Q2	$253K	Buy	31,300 +5,429	+21%	+$40.2K	0.01%	1399
2023 Q1	$163K	Sell	25,871 -6,202	-19%	-$39.7K	0.01%	1355
2022 Q4	$242K	Buy	32,073 +1,073	+3%	+$8.07K	0.01%	1174
2022 Q3	$216K	Buy	+31,000	New	+$204K	0.01%	1314
2022 Q2	–	Sell	-32,000	Closed	-$217K	–	1723
2022 Q1	$217K	Buy	32,000 +10,174	+47%	+$65.4K	0.01%	1257
2021 Q4	$110K	Buy	21,826 +10,926	+100%	+$60.6K	0.01%	1215
2021 Q3	$62K	Buy	+10,900	New	+$48.7K	﹤0.01%	1018

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jump Financial's EPM Position: Q4 2024 in Review

Jump Financial sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 15,877 shares — an estimated $84.3K sold.

Jump Financial first reported a position in EPM in Q3 2021 and held it in 8 quarters. The position peaked at $253K in Q2 2023. 113 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

Jump Financial reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
Jump Financial sold 15,877 Evolution Petroleum shares in Q4 2024, an estimated $84.3K.
Jump Financial first reported a position in Evolution Petroleum in Q3 2021 and held it in 8 quarters.
Jump Financial's Evolution Petroleum position peaked at $253K in Q2 2023.
113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Jump Financial's 13F filing for Q4 2024, filed 13 Feb 2025.