JF

Jump Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 23.77%
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.67B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,418
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$58.1M
3
+$43.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.3M

Top Sells

1
+$110M
2
+$103M
3
+$55.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.6M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.4M

Sector Composition

1 Technology 17.4%
2 Financials 11.32%
3 Industrials 10.31%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-254,681
2002
– –
-12,700
2003
– –
-10,876
2004
– –
-4,700
2005
– –
-116,584
2006
– –
-12,450
2007
– –
-9,115
2008
– –
-23,440
2009
– –
-14,300
2010
– –
-35,874
2011
– –
-18,734
2012
– –
-6,279
2013
– –
-17,100
2014
– –
-21,100
2015
– –
-97,100
2016
– –
-261,209
2017
– –
-70,594
2018
– –
-9,534
2019
– –
-34,304
2020
– –
-24,078
2021
– –
-11,300
2022
– –
-24,941
2023
– –
-24,136
2024
– –
-49,800
2025
– –
-9,750
79 80
81
82 83