Jump Financial’s Moelis & Co MC Stock Holding History

Jump Financial’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,900	Closed	-$268K	–	2195
2025 Q4	$268K	Sell	3,900 -10,800	-73%	-$721K	﹤0.01%	1609
2025 Q3	$1.05M	Buy	14,700 +9,931	+208%	+$709K	0.01%	989
2025 Q2	$297K	Sell	4,769 -55,112	-92%	-$3.09M	﹤0.01%	1423
2025 Q1	$3.49M	Buy	59,881 +29,059	+94%	+$2.05M	0.05%	420
2024 Q4	$2.28M	Buy	+30,822	New	+$2.23M	0.05%	468
2024 Q2	–	Sell	-18,200	Closed	-$1.03M	–	2074
2024 Q1	$1.03M	Buy	+18,200	New	+$994K	0.03%	784
2023 Q2	–	Sell	-23,700	Closed	-$911K	–	2012
2023 Q1	$911K	Buy	+23,700	New	+$1.02M	0.04%	634
2021 Q3	–	Sell	-10,900	Closed	-$620K	–	1331
2021 Q2	$620K	Buy	+10,900	New	+$592K	0.06%	404

Other funds holding MC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jump Financial's MC Position: Q1 2026 in Review

Jump Financial sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3,900 shares — an estimated $268K sold.

Jump Financial first reported a position in MC in Q2 2021 and held it in 8 quarters. The position peaked at $3.49M in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Jump Financial reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
Jump Financial sold 3,900 Moelis & Co shares in Q1 2026, an estimated $268K.
Jump Financial first reported a position in Moelis & Co in Q2 2021 and held it in 8 quarters.
Jump Financial's Moelis & Co position peaked at $3.49M in Q1 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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