JF
MORN icon

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
Q2 		$1.02M Sell
6,520
-4,387
-40% -$762K 0.01% 1184
2026
Q1 		$1.84M Sell
10,907
-39,560
-78% -$7.35M 0.02% 684
2025
Q4 		$11M Buy
50,467
+17,199
+52% +$3.72M 0.13% 185
2025
Q3 		$7.72M Buy
33,268
+13,002
+64% +$3.47M 0.09% 278
2025
Q2 		$6.36M Buy
20,266
+3,196
+19% +$946K 0.07% 348
2025
Q1 		$5.12M Buy
17,070
+14,784
+647% +$4.66M 0.07% 342
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jump Financial's MORN Position: Q2 2026 in Review

Jump Financial reduced its Morningstar (MORN) stake by 40% in Q2 2026, selling an estimated $762K and leaving 6,520 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1184.

Jump Financial first reported a position in MORN in Q2 2021 and has held it in 15 quarters since. The position peaked at $11M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Jump Financial held 6,520 shares of Morningstar worth $1.02M as of Q2 2026.
  • Jump Financial sold 4,387 Morningstar shares in Q2 2026, an estimated $762K.
  • Morningstar made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1184 holding.
  • Jump Financial first reported a position in Morningstar in Q2 2021 and has held it in 15 quarters since.
  • Jump Financial's Morningstar position peaked at $11M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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