Jump Financial
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Jump Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Jump Financial’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.4M Buy
457,672
+409,348
+847% +$22.6M 0.18% 111
2026
Q2 		$2.65M Sell
48,324
-93,276
-66% -$4.89M 0.02% 771
2026
Q1 		$6.79M Buy
+141,600
New +$7.1M 0.09% 257
2025
Q4 		– Sell
-629,960
Closed -$30.6M – 2224
2025
Q3 		$30.6M Buy
+629,960
New +$29.5M 0.37% 49

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jump Financial's QUAL Position: Q3 2026 in Review

Jump Financial increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 847% in Q3 2026, buying an estimated $22.6M and bringing the position to 457,672 shares worth $25.4M. The position accounts for 0.18% of the portfolio, ranked #111.

Jump Financial first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.6M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Jump Financial held 457,672 shares of iShares MSCI USA Quality Factor ETF worth $25.4M as of Q3 2026.
  • Jump Financial bought 409,348 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $22.6M.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of Jump Financial's portfolio in Q3 2026, its #111 holding.
  • Jump Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Jump Financial's iShares MSCI USA Quality Factor ETF position peaked at $30.6M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Jump Financial's 13F filing for Q3 2026, filed 13 Nov 2026.