Jump Financial’s Morningstar MORN Stock Holding History

Jump Financial’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.84M	Sell	10,907 -39,560	-78%	-$7.35M	0.03%	684
2025 Q4	$11M	Buy	50,467 +17,199	+52%	+$3.72M	0.14%	185
2025 Q3	$7.72M	Buy	33,268 +13,002	+64%	+$3.47M	0.1%	277
2025 Q2	$6.36M	Buy	20,266 +3,196	+19%	+$946K	0.08%	348
2025 Q1	$5.12M	Buy	17,070 +14,784	+647%	+$4.66M	0.08%	340
2024 Q4	$770K	Sell	2,286 -3,808	-62%	-$1.3M	0.02%	874
2024 Q3	$1.94M	Buy	6,094 +4,809	+374%	+$1.49M	0.04%	526
2024 Q2	$380K	Sell	1,285 -7,325	-85%	-$2.17M	0.01%	1262
2024 Q1	$2.66M	Buy	8,610 +2,416	+39%	+$696K	0.07%	336
2023 Q4	$1.77M	Buy	+6,194	New	+$1.61M	0.06%	437
2023 Q2	–	Sell	-1,471	Closed	-$299K	–	2024
2023 Q1	$299K	Buy	1,471 +505	+52%	+$111K	0.01%	1117
2022 Q4	$209K	Buy	+966	New	+$220K	0.01%	1264
2022 Q3	–	Sell	-6,422	Closed	-$1.55M	–	1818
2022 Q2	$1.55M	Buy	+6,422	New	+$1.62M	0.07%	413
2021 Q3	–	Sell	-3,600	Closed	-$926K	–	1350
2021 Q2	$926K	Buy	+3,600	New	+$873K	0.09%	291

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return