Jump Financial’s Clear Secure YOU Stock Holding History

Jump Financial’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-248,584	Closed	-$6.9M	–	2286
2025 Q2	$6.9M	Buy	248,584 +116,385	+88%	+$2.96M	0.08%	327
2025 Q1	$3.43M	Buy	132,199 +69,259	+110%	+$1.72M	0.05%	426
2024 Q4	$1.68M	Buy	+62,940	New	+$1.9M	0.04%	573
2024 Q3	–	Sell	-139,077	Closed	-$2.6M	–	2184
2024 Q2	$2.6M	Buy	139,077 +103,075	+286%	+$1.87M	0.05%	449
2024 Q1	$766K	Sell	36,002 -75,256	-68%	-$1.5M	0.02%	947
2023 Q4	$2.3M	Sell	111,258 -34,765	-24%	-$676K	0.07%	338
2023 Q3	$2.78M	Buy	146,023 +114,854	+368%	+$2.55M	0.1%	260
2023 Q2	$722K	Sell	31,169 -141,999	-82%	-$3.51M	0.03%	848
2023 Q1	$4.53M	Buy	173,168 +109,023	+170%	+$3.1M	0.18%	171
2022 Q4	$1.76M	Sell	64,145 -13,022	-17%	-$359K	0.09%	296
2022 Q3	$1.76M	Buy	77,167 +35,167	+84%	+$863K	0.07%	419
2022 Q2	$840K	Buy	+42,000	New	+$1.13M	0.04%	651

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return