Jump Financial’s Invesco IVZ Stock Holding History

Jump Financial’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2M	Buy	688,140 +490,539	+248%	+$13M	0.15%	140
2026 Q1	$4.8M	Buy	+197,601	New	+$5.17M	0.06%	371
2025 Q3	–	Sell	-230,222	Closed	-$3.63M	–	2008
2025 Q2	$3.63M	Sell	230,222 -996	-0.4%	-$14.3K	0.04%	522
2025 Q1	$3.51M	Buy	231,218 +53,608	+30%	+$915K	0.05%	422
2024 Q4	$3.1M	Sell	177,610 -216,104	-55%	-$3.85M	0.06%	386
2024 Q3	$6.91M	Buy	393,714 +116,169	+42%	+$1.91M	0.14%	155
2024 Q2	$4.15M	Sell	277,545 -17,582	-6%	-$270K	0.08%	289
2024 Q1	$4.9M	Buy	295,127 +253,542	+610%	+$4.09M	0.13%	141
2023 Q4	$742K	Sell	41,585 -188,640	-82%	-$2.72M	0.02%	860
2023 Q3	$3.34M	Buy	230,225 +174,624	+314%	+$2.81M	0.12%	205
2023 Q2	$935K	Buy	55,601 +2,705	+5%	+$43.5K	0.03%	712
2023 Q1	$867K	Buy	+52,896	New	+$944K	0.04%	655
2022 Q1	–	Sell	-12,627	Closed	-$291K	–	1715
2021 Q4	$291K	Buy	12,627 +1,127	+10%	+$27.4K	0.02%	908
2021 Q3	$278K	Buy	+11,500	New	+$288K	0.02%	697

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jump Financial's IVZ Position: Q2 2026 in Review

Jump Financial increased its Invesco (IVZ) stake by 248% in Q2 2026, buying an estimated $13M and bringing the position to 688,140 shares worth $18.2M. The position accounts for 0.15% of the portfolio, ranked #140.

Jump Financial first reported a position in IVZ in Q3 2021 and has held it in 14 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Jump Financial held 688,140 shares of Invesco worth $18.2M as of Q2 2026.
Jump Financial bought 490,539 Invesco shares in Q2 2026, an estimated $13M.
Invesco made up 0.15% of Jump Financial's portfolio in Q2 2026, its #140 holding.
Jump Financial first reported a position in Invesco in Q3 2021 and has held it in 14 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.