Jump Financial’s MarketWise MKTW Stock Holding History

Jump Financial’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-699	Closed	-$32K	–	1856
2022 Q3	$32K	Buy	+699	New	+$41.2K	﹤0.01%	1510

Other funds holding MKTW

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

PCM

Praetorian Capital Management Coral Gables, Florida $137M AUM

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Jump Financial's MKTW Position: Q4 2022 in Review

Jump Financial sold out of MarketWise (MKTW) in Q4 2022, closing a stake of 699 shares — an estimated $32K sold.

Jump Financial first reported a position in MKTW in Q3 2022 and held it in 1 quarter. The position peaked at $32K in Q3 2022. 54 funds tracked by Wall St. Rank hold MKTW as of Q4 2022.

Jump Financial reported no remaining MarketWise position as of Q4 2022 after selling out during the quarter.
Jump Financial sold 699 MarketWise shares in Q4 2022, an estimated $32K.
Jump Financial first reported a position in MarketWise in Q3 2022 and held it in 1 quarter.
Jump Financial's MarketWise position peaked at $32K in Q3 2022.
54 funds tracked by Wall St. Rank held MarketWise as of Q4 2022.

Based on Jump Financial's 13F filing for Q4 2022, filed 14 Feb 2023.