JF
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Jump Financial’s Middlesex Water MSEX Stock Holding History

Jump Financial’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,303
Closed -$215K – 1870
2024
Q3 		$215K Sell
3,303
-12,258
-79% -$760K ﹤0.01% 1442
2024
Q2 		$813K Buy
15,561
+5,792
+59% +$301K 0.02% 914
2024
Q1 		$513K Buy
+9,769
New +$540K 0.01% 1173
2023
Q3 		– Sell
-3,251
Closed -$262K – 2112
2023
Q2 		$262K Sell
3,251
-11,611
-78% -$909K 0.01% 1384
2023
Q1 		$1.16M Sell
14,862
-171
-1% -$13.8K 0.05% 539
2022
Q4 		$1.18M Buy
15,033
+12,368
+464% +$1.07M 0.06% 404
2022
Q3 		$206K Sell
2,665
-1,871
-41% -$167K 0.01% 1332
2022
Q2 		$397K Buy
+4,536
New +$407K 0.02% 942
2021
Q4 		– Sell
-2,091
Closed -$215K – 1599
2021
Q3 		$215K Buy
+2,091
New +$215K 0.02% 836

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Jump Financial's MSEX Position: Q4 2024 in Review

Jump Financial sold out of Middlesex Water (MSEX) in Q4 2024, closing a stake of 3,303 shares — an estimated $215K sold.

Jump Financial first reported a position in MSEX in Q3 2021 and held it in 9 quarters. The position peaked at $1.18M in Q4 2022. 210 funds tracked by Wall St. Rank hold MSEX as of Q4 2024.

  • Jump Financial reported no remaining Middlesex Water position as of Q4 2024 after selling out during the quarter.
  • Jump Financial sold 3,303 Middlesex Water shares in Q4 2024, an estimated $215K.
  • Jump Financial first reported a position in Middlesex Water in Q3 2021 and held it in 9 quarters.
  • Jump Financial's Middlesex Water position peaked at $1.18M in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2024.

Based on Jump Financial's 13F filing for Q4 2024, filed 13 Feb 2025.