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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Jump Financial's WTRG Position: Q2 2026 in Review

Jump Financial opened a new position in Essential Utilities (WTRG) in Q2 2026: 13,835 shares worth $530K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Jump Financial previously reported a position in WTRG as recently as Q4 2025.

Jump Financial first reported a position in WTRG in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2023. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Jump Financial held 13,835 shares of Essential Utilities worth $530K as of Q2 2026.
Essential Utilities was a new Jump Financial position in Q2 2026.
Essential Utilities made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1434 holding.
Jump Financial first reported a position in Essential Utilities in Q4 2021 and has held it in 8 quarters since.
Jump Financial's Essential Utilities position peaked at $1.75M in Q4 2023.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.