JF
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Jump Financial’s New Mountain Finance NMFC Stock Holding History

Jump Financial’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,552
Closed -$217K – 2061
2025
Q2 		$217K Buy
+20,552
New +$212K ﹤0.01% 1565
2024
Q4 		– Sell
-22,310
Closed -$267K – 1882
2024
Q3 		$267K Buy
+22,310
New +$272K 0.01% 1356
2024
Q2 		– Sell
-49,976
Closed -$633K – 2112
2024
Q1 		$633K Buy
+49,976
New +$636K 0.02% 1047
2023
Q4 		– Sell
-22,269
Closed -$288K – 2082
2023
Q3 		$288K Buy
22,269
+269
+1% +$3.43K 0.01% 1332
2023
Q2 		$274K Buy
+22,000
New +$265K 0.01% 1355
2023
Q1 		– Sell
-52,500
Closed -$649K – 1903
2022
Q4 		$649K Buy
52,500
+18,300
+54% +$225K 0.03% 669
2022
Q3 		$394K Sell
34,200
-9,400
-22% -$120K 0.02% 1000
2022
Q2 		$519K Buy
+43,600
New +$561K 0.02% 841

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jump Financial's NMFC Position: Q3 2025 in Review

Jump Financial sold out of New Mountain Finance (NMFC) in Q3 2025, closing a stake of 20,552 shares — an estimated $217K sold.

Jump Financial first reported a position in NMFC in Q2 2022 and held it in 8 quarters. The position peaked at $649K in Q4 2022. 158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.

  • Jump Financial reported no remaining New Mountain Finance position as of Q3 2025 after selling out during the quarter.
  • Jump Financial sold 20,552 New Mountain Finance shares in Q3 2025, an estimated $217K.
  • Jump Financial first reported a position in New Mountain Finance in Q2 2022 and held it in 8 quarters.
  • Jump Financial's New Mountain Finance position peaked at $649K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.

Based on Jump Financial's 13F filing for Q3 2025, filed 13 Nov 2025.