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 8.81%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-135,441
2027
– –
-15,500
2028
– –
-56,400
2029
– –
-22,400
2030
– –
-32,000
2031
– –
-14,537
2032
– –
-26,000
2033
– –
-1,051
2034
– –
-87,500
2035
– –
-779
2036
– –
-34,300
2037
– –
-15,982
2038
– –
-1,894
2039
– –
-94,764
2040
– –
-4,760
2041
– –
-20,097
2042
– –
-947
2043
– –
-32,400
2044
– –
-568
2045
– –
-10,000
2046
– –
-48,000
2047
– –
-3,915
2048
– –
-1,926
2049
– –
-7
2050
– –
-132,357
80 81
82
83 84