Jump Financial
WTRG icon

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
Q3 		– Sell
-13,835
Closed -$530K – 2726
2026
Q2 		$530K Buy
+13,835
New +$528K ﹤0.01% 1434
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 – 2232
2025
Q1 		$301K Buy
+7,612
New +$280K ﹤0.01% 1290
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jump Financial's WTRG Position: Q3 2026 in Review

Jump Financial sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 13,835 shares — an estimated $530K sold.

Jump Financial first reported a position in WTRG in Q4 2021 and held it in 8 quarters. The position peaked at $1.75M in Q4 2023. 565 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Jump Financial reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
  • Jump Financial sold 13,835 Essential Utilities shares in Q3 2026, an estimated $530K.
  • Jump Financial first reported a position in Essential Utilities in Q4 2021 and held it in 8 quarters.
  • Jump Financial's Essential Utilities position peaked at $1.75M in Q4 2023.
  • 565 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

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