Jump Financial’s XP XP Stock Holding History

Jump Financial’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Sell	62,321 -129,772	-68%	-$2.51M	0.02%	854
2025 Q4	$3.14M	Sell	192,093 -523,650	-73%	-$9.22M	0.04%	515
2025 Q3	$13.4M	Buy	715,743 +673,304	+1,587%	+$12.1M	0.17%	161
2025 Q2	$857K	Buy	+42,439	New	+$733K	0.01%	1038
2025 Q1	–	Sell	-357,883	Closed	-$4.24M	–	2082
2024 Q4	$4.24M	Buy	357,883 +269,883	+307%	+$4.25M	0.09%	300
2024 Q3	$1.58M	Buy	88,000 +49,832	+131%	+$908K	0.03%	605
2024 Q2	$671K	Buy	38,168 +7,972	+26%	+$165K	0.01%	997
2024 Q1	$775K	Sell	30,196 -29,090	-49%	-$730K	0.02%	942
2023 Q4	$1.55M	Buy	59,286 +45,389	+327%	+$1.04M	0.05%	504
2023 Q3	$320K	Buy	+13,897	New	+$348K	0.01%	1266
2023 Q2	–	Sell	-539,699	Closed	-$6.41M	–	2219
2023 Q1	$6.41M	Buy	+539,699	New	+$7.69M	0.26%	91
2022 Q2	–	Sell	-40,809	Closed	-$1.23M	–	2075
2022 Q1	$1.23M	Buy	+40,809	New	+$1.27M	0.05%	452
2021 Q4	–	Sell	-5,570	Closed	-$224K	–	1771
2021 Q3	$224K	Buy	+5,570	New	+$249K	0.02%	817

Other funds holding XP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return