JF
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Jump Financial’s Oppenheimer Holdings OPY Stock Holding History

Jump Financial’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,565
Closed -$318K – 2346
2026
Q1 		$318K Sell
3,565
-4,879
-58% -$408K ﹤0.01% 1452
2025
Q4 		$610K Buy
8,444
+624
+8% +$43.4K 0.01% 1214
2025
Q3 		$578K Buy
7,820
+4,101
+110% +$297K 0.01% 1240
2025
Q2 		$245K Buy
+3,719
New +$227K ﹤0.01% 1519
2025
Q1 		– Sell
-3,200
Closed -$205K – 1898
2024
Q4 		$205K Buy
+3,200
New +$185K ﹤0.01% 1479
2024
Q1 		– Sell
-5,200
Closed -$215K – 2187
2023
Q4 		$215K Sell
5,200
-4,528
-47% -$173K 0.01% 1525
2023
Q3 		$373K Buy
+9,728
New +$379K 0.01% 1181
2022
Q2 		– Sell
-6,200
Closed -$270K – 1911
2022
Q1 		$270K Sell
6,200
-600
-9% -$26.3K 0.01% 1125
2021
Q4 		$316K Buy
+6,800
New +$335K 0.02% 866

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jump Financial's OPY Position: Q2 2026 in Review

Jump Financial sold out of Oppenheimer Holdings (OPY) in Q2 2026, closing a stake of 3,565 shares — an estimated $318K sold.

Jump Financial first reported a position in OPY in Q4 2021 and held it in 9 quarters. The position peaked at $610K in Q4 2025. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Jump Financial reported no remaining Oppenheimer Holdings position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 3,565 Oppenheimer Holdings shares in Q2 2026, an estimated $318K.
  • Jump Financial first reported a position in Oppenheimer Holdings in Q4 2021 and held it in 9 quarters.
  • Jump Financial's Oppenheimer Holdings position peaked at $610K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

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