JF
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Jump Financial’s W.P. Carey WPC Stock Holding History

Jump Financial’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-72,966
Closed -$4.6M – 2222
2025
Q1 		$4.6M Buy
+72,966
New +$4.32M 0.06% 357
2023
Q3 		– Sell
-7,165
Closed -$474K – 2299
2023
Q2 		$474K Sell
7,165
-68,138
-90% -$4.74M 0.02% 1055
2023
Q1 		$5.71M Buy
+75,303
New +$6M 0.23% 124
2022
Q2 		– Sell
-5,701
Closed -$451K – 2063
2022
Q1 		$451K Buy
+5,701
New +$437K 0.02% 863
2021
Q4 		– Sell
-3,970
Closed -$284K – 1764
2021
Q3 		$284K Sell
3,970
-1,673
-30% -$127K 0.02% 687
2021
Q2 		$412K Buy
+5,643
New +$413K 0.04% 542
2021
Q1 		– Sell
-8,558
Closed -$592K – 1332
2020
Q4 		$592K Buy
8,558
+1,718
+25% +$115K 0.1% 325
2020
Q3 		$436K Buy
+6,840
New +$461K 0.09% 373

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jump Financial's WPC Position: Q2 2025 in Review

Jump Financial sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 72,966 shares — an estimated $4.6M sold.

Jump Financial first reported a position in WPC in Q3 2020 and held it in 8 quarters. The position peaked at $5.71M in Q1 2023. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Jump Financial reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Jump Financial sold 72,966 W.P. Carey shares in Q2 2025, an estimated $4.6M.
  • Jump Financial first reported a position in W.P. Carey in Q3 2020 and held it in 8 quarters.
  • Jump Financial's W.P. Carey position peaked at $5.71M in Q1 2023.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

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