JF

Jump Financial Portfolio holdings

AUM $7.97B
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$754M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,090
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$27.1M
3
+$25.8M
4
CME icon
CME Group
CME
+$18.4M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$17.9M

Top Sells

1
+$82.9M
2
+$13.5M
3
+$10.9M
4
AAPL icon
Apple
AAPL
+$9.27M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$7.73M

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 10.49%
3 Healthcare 9.17%
4 Financials 8.8%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-820
2027
– –
-13,167
2028
– –
-29,200
2029
– –
-22,800
2030
– –
-8,569
2031
– –
-17,700
2032
– –
-20,866
2033
– –
-13,060
2034
– –
-18,926
2035
– –
-25,800
2036
– –
-1,297
2037
– –
-16,615
2038
– –
-7,866
2039
– –
-34,402
2040
– –
-3,506
2041
– –
-2,338
2042
– –
-4,532
2043
– –
-13,164
2044
– –
-41,856
2045
– –
-45,239
2046
– –
-98,304
2047
– –
-17,400
2048
– –
-166,178
2049
– –
-31,644
2050
– –
-16,200
80 81
82
83 84