Jump Financial’s Otis Worldwide OTIS Stock Holding History

Jump Financial’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$938K	Sell	13,103 -21,310	-62%	-$1.59M	0.01%	1221
2026 Q1	$2.65M	Sell	34,413 -443,422	-93%	-$38.8M	0.04%	556
2025 Q4	$41.7M	Buy	477,835 +232,816	+95%	+$20.8M	0.51%	20
2025 Q3	$22.4M	Buy	245,019 +77,708	+46%	+$7.05M	0.27%	77
2025 Q2	$16.6M	Buy	167,311 +165,328	+8,337%	+$16M	0.18%	128
2025 Q1	$205K	Sell	1,983 -28,654	-94%	-$2.8M	﹤0.01%	1423
2024 Q4	$2.84M	Buy	+30,637	New	+$3.07M	0.06%	410
2024 Q3	–	Sell	-2,992	Closed	-$288K	–	1996
2024 Q2	$288K	Sell	2,992 -85,727	-97%	-$8.26M	0.01%	1398
2024 Q1	$8.81M	Buy	+88,719	New	+$8.2M	0.24%	53
2023 Q4	–	Sell	-9,889	Closed	-$794K	–	2111
2023 Q3	$794K	Buy	9,889 +2,642	+36%	+$226K	0.03%	787
2023 Q2	$645K	Buy	+7,247	New	+$611K	0.02%	903
2022 Q1	–	Sell	-5,300	Closed	-$461K	–	1806
2021 Q4	$461K	Buy	+5,300	New	+$444K	0.03%	691
2020 Q4	–	Sell	-5,300	Closed	-$331K	–	1117
2020 Q3	$331K	Buy	+5,300	New	+$324K	0.07%	464

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Jump Financial's OTIS Position: Q2 2026 in Review

Jump Financial reduced its Otis Worldwide (OTIS) stake by 62% in Q2 2026, selling an estimated $1.59M and leaving 13,103 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #1221.

Jump Financial first reported a position in OTIS in Q3 2020 and has held it in 13 quarters since. The position peaked at $41.7M in Q4 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Jump Financial held 13,103 shares of Otis Worldwide worth $938K as of Q2 2026.
Jump Financial sold 21,310 Otis Worldwide shares in Q2 2026, an estimated $1.59M.
Otis Worldwide made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1221 holding.
Jump Financial first reported a position in Otis Worldwide in Q3 2020 and has held it in 13 quarters since.
Jump Financial's Otis Worldwide position peaked at $41.7M in Q4 2025.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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