JF
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Jump Financial’s Rockwell Automation ROK Stock Holding History

Jump Financial’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$975K Sell
2,718
-1,304
-32% -$515K 0.01% 938
2025
Q4 		$1.56M Buy
4,022
+2,699
+204% +$1.01M 0.02% 784
2025
Q3 		$462K Sell
1,323
-1,291
-49% -$446K 0.01% 1310
2025
Q2 		$868K Buy
+2,614
New +$745K 0.01% 1031
2025
Q1 		– Sell
-17,961
Closed -$5.13M – 1962
2024
Q4 		$5.13M Sell
17,961
-476
-3% -$134K 0.11% 252
2024
Q3 		$4.95M Buy
18,437
+17,667
+2,294% +$4.69M 0.1% 231
2024
Q2 		$212K Sell
770
-2,796
-78% -$755K ﹤0.01% 1542
2024
Q1 		$1.04M Sell
3,566
-4,588
-56% -$1.32M 0.03% 780
2023
Q4 		$2.53M Buy
+8,154
New +$2.29M 0.08% 303
2023
Q3 		– Sell
-9,362
Closed -$3.08M – 2187
2023
Q2 		$3.08M Buy
+9,362
New +$2.7M 0.11% 242
2023
Q1 		– Sell
-5,442
Closed -$1.4M – 1986
2022
Q4 		$1.4M Buy
+5,442
New +$1.37M 0.07% 354
2022
Q1 		– Sell
-3,340
Closed -$1.17M – 1858
2021
Q4 		$1.17M Buy
3,340
+2,622
+365% +$868K 0.07% 344
2021
Q3 		$211K Buy
+718
New +$220K 0.02% 852
2020
Q4 		– Sell
-1,868
Closed -$412K – 1144
2020
Q3 		$412K Buy
+1,868
New +$417K 0.08% 390

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jump Financial's ROK Position: Q1 2026 in Review

Jump Financial reduced its Rockwell Automation (ROK) stake by 32% in Q1 2026, selling an estimated $515K and leaving 2,718 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #938.

Jump Financial first reported a position in ROK in Q3 2020 and has held it in 14 quarters since. The position peaked at $5.13M in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Jump Financial held 2,718 shares of Rockwell Automation worth $975K as of Q1 2026.
  • Jump Financial sold 1,304 Rockwell Automation shares in Q1 2026, an estimated $515K.
  • Rockwell Automation made up 0.01% of Jump Financial's portfolio in Q1 2026, its #938 holding.
  • Jump Financial first reported a position in Rockwell Automation in Q3 2020 and has held it in 14 quarters since.
  • Jump Financial's Rockwell Automation position peaked at $5.13M in Q4 2024.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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