JF
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Jump Financial’s Orion OEC Stock Holding History

Jump Financial’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-172,400
Closed -$910K – 2258
2025
Q4 		$910K Buy
172,400
+31,400
+22% +$170K 0.01% 1010
2025
Q3 		$1.07M Sell
141,000
-62,418
-31% -$631K 0.01% 981
2025
Q2 		$2.13M Buy
203,418
+162,384
+396% +$1.84M 0.02% 701
2025
Q1 		$531K Buy
+41,034
New +$580K 0.01% 1055
2024
Q4 		– Sell
-35,574
Closed -$634K – 1896
2024
Q3 		$634K Buy
+35,574
New +$685K 0.01% 1008
2023
Q3 		– Sell
-65,402
Closed -$1.39M – 2139
2023
Q2 		$1.39M Buy
+65,402
New +$1.58M 0.05% 531

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jump Financial's OEC Position: Q1 2026 in Review

Jump Financial sold out of Orion (OEC) in Q1 2026, closing a stake of 172,400 shares — an estimated $910K sold.

Jump Financial first reported a position in OEC in Q2 2023 and held it in 6 quarters. The position peaked at $2.13M in Q2 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Jump Financial reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 172,400 Orion shares in Q1 2026, an estimated $910K.
  • Jump Financial first reported a position in Orion in Q2 2023 and held it in 6 quarters.
  • Jump Financial's Orion position peaked at $2.13M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

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