Jump Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Jump Financial’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$62M	Buy	94,895 +74,357	+362%	+$50.8M	0.83%	10
2025 Q4	$14.1M	Buy	+20,538	New	+$13.9M	0.17%	134
2025 Q1	–	Sell	-143,081	Closed	-$84.2M	–	1808
2024 Q4	$84.2M	Buy	+143,081	New	+$84.7M	1.76%	2
2024 Q1	–	Sell	-45,231	Closed	-$21.6M	–	2087
2023 Q4	$21.6M	Buy	+45,231	New	+$20.2M	0.69%	8
2022 Q4	–	Sell	-88,053	Closed	-$31.6M	–	1808
2022 Q3	$31.6M	Sell	88,053 -12,160	-12%	-$4.86M	1.23%	2
2022 Q2	$38M	Buy	100,213 +48,678	+94%	+$20M	1.63%	4
2022 Q1	$23.4M	Sell	51,535 -24,426	-32%	-$10.9M	1%	8
2021 Q4	$36.2M	Buy	75,961 +8,489	+13%	+$3.91M	2.27%	3
2021 Q3	$29.1M	Buy	+67,472	New	+$29.9M	2.1%	6
2021 Q2	–	Sell	-50,044	Closed	-$19.9M	–	1246
2021 Q1	$19.9M	Buy	50,044 +44,161	+751%	+$17.1M	1.86%	5
2020 Q4	$2.21M	Buy	+5,883	New	+$2.09M	0.38%	16

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jump Financial's IVV Position: Q1 2026 in Review

Jump Financial increased its iShares Core S&P 500 ETF (IVV) stake by 362% in Q1 2026, buying an estimated $50.8M and bringing the position to 94,895 shares worth $62M. The position accounts for 0.83% of the portfolio, ranked #10.

Jump Financial first reported a position in IVV in Q4 2020 and has held it in 11 quarters since. The position peaked at $84.2M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Jump Financial held 94,895 shares of iShares Core S&P 500 ETF worth $62M as of Q1 2026.
Jump Financial bought 74,357 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $50.8M.
iShares Core S&P 500 ETF made up 0.83% of Jump Financial's portfolio in Q1 2026, its #10 holding.
Jump Financial first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
Jump Financial's iShares Core S&P 500 ETF position peaked at $84.2M in Q4 2024.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.