JF
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Jump Financial’s Novartis NVS Stock Holding History

Jump Financial’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,000
Closed -$276K – 2250
2025
Q4 		$276K Buy
+2,000
New +$262K ﹤0.01% 1600
2025
Q2 		– Sell
-8,711
Closed -$971K – 2050
2025
Q1 		$971K Buy
8,711
+6,576
+308% +$700K 0.01% 835
2024
Q4 		$208K Buy
+2,135
New +$228K ﹤0.01% 1471
2023
Q4 		– Sell
-2,491
Closed -$254K – 2094
2023
Q3 		$254K Sell
2,491
-1,193
-32% -$121K 0.01% 1390
2023
Q2 		$372K Buy
+3,684
New +$368K 0.01% 1180
2023
Q1 		– Sell
-2,476
Closed -$225K – 1918
2022
Q4 		$225K Buy
+2,476
New +$209K 0.01% 1226
2021
Q1 		– Sell
-6,360
Closed -$601K – 1181
2020
Q4 		$601K Sell
6,360
-313
-5% -$27.4K 0.1% 315
2020
Q3 		$581K Buy
+6,673
New +$578K 0.12% 274

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jump Financial's NVS Position: Q1 2026 in Review

Jump Financial sold out of Novartis (NVS) in Q1 2026, closing a stake of 2,000 shares — an estimated $276K sold.

Jump Financial first reported a position in NVS in Q3 2020 and held it in 8 quarters. The position peaked at $971K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Jump Financial reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 2,000 Novartis shares in Q1 2026, an estimated $276K.
  • Jump Financial first reported a position in Novartis in Q3 2020 and held it in 8 quarters.
  • Jump Financial's Novartis position peaked at $971K in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.