JF
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Jump Financial’s Perella Weinberg Partners PWP Stock Holding History

Jump Financial’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33,926
Closed -$624K – 2081
2025
Q1 		$624K Buy
33,926
+424
+1% +$9.62K 0.01% 994
2024
Q4 		$799K Buy
33,502
+21,602
+182% +$501K 0.02% 852
2024
Q3 		$230K Buy
+11,900
New +$218K ﹤0.01% 1420
2024
Q2 		– Sell
-53,880
Closed -$761K – 2167
2024
Q1 		$761K Buy
+53,880
New +$677K 0.02% 954
2022
Q2 		– Sell
-10,806
Closed -$103K – 1949
2022
Q1 		$103K Buy
+10,806
New +$115K ﹤0.01% 1405
2021
Q4 		– Sell
-18,346
Closed -$243K – 1648
2021
Q3 		$243K Buy
+18,346
New +$244K 0.02% 769

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Jump Financial's PWP Position: Q2 2025 in Review

Jump Financial sold out of Perella Weinberg Partners (PWP) in Q2 2025, closing a stake of 33,926 shares — an estimated $624K sold.

Jump Financial first reported a position in PWP in Q3 2021 and held it in 6 quarters. The position peaked at $799K in Q4 2024. 167 funds tracked by Wall St. Rank hold PWP as of Q2 2025.

  • Jump Financial reported no remaining Perella Weinberg Partners position as of Q2 2025 after selling out during the quarter.
  • Jump Financial sold 33,926 Perella Weinberg Partners shares in Q2 2025, an estimated $624K.
  • Jump Financial first reported a position in Perella Weinberg Partners in Q3 2021 and held it in 6 quarters.
  • Jump Financial's Perella Weinberg Partners position peaked at $799K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2025.

Based on Jump Financial's 13F filing for Q2 2025, filed 13 Aug 2025.