JF
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Jump Financial’s Essential Utilities WTRG Stock Holding History

Jump Financial’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,027
Closed -$500K – 2472
2025
Q4 		$500K Buy
+13,027
New +$513K 0.01% 1316
2025
Q2 		– Sell
-7,612
Closed -$301K – 2225
2025
Q1 		$301K Buy
+7,612
New +$280K ﹤0.01% 1285
2024
Q1 		– Sell
-46,740
Closed -$1.75M – 2357
2023
Q4 		$1.75M Buy
+46,740
New +$1.63M 0.06% 444
2023
Q3 		– Sell
-31,339
Closed -$1.25M – 2303
2023
Q2 		$1.25M Buy
+31,339
New +$1.31M 0.05% 571
2022
Q4 		– Sell
-8,157
Closed -$338K – 2076
2022
Q3 		$338K Buy
+8,157
New +$395K 0.01% 1085
2022
Q2 		– Sell
-5,093
Closed -$260K – 2066
2022
Q1 		$260K Buy
5,093
+479
+10% +$23.1K 0.01% 1147
2021
Q4 		$248K Buy
+4,614
New +$224K 0.02% 998

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Jump Financial's WTRG Position: Q1 2026 in Review

Jump Financial sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 13,027 shares — an estimated $500K sold.

Jump Financial first reported a position in WTRG in Q4 2021 and held it in 7 quarters. The position peaked at $1.75M in Q4 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Jump Financial reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 13,027 Essential Utilities shares in Q1 2026, an estimated $500K.
  • Jump Financial first reported a position in Essential Utilities in Q4 2021 and held it in 7 quarters.
  • Jump Financial's Essential Utilities position peaked at $1.75M in Q4 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

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