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
$3.67B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,418
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$55.9M
3
+$45.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M

Top Sells

1
+$104M
2
+$97.7M
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 17.36%
2 Financials 11.28%
3 Industrials 10.4%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-14,000
2027
– –
-47,700
2028
– –
-128,771
2029
– –
-102,692
2030
– –
-44,354
2031
– –
-12,004
2032
– –
-16,905
2033
– –
-15,200
2034
– –
-4,668
2035
– –
-48,556
2036
– –
-15,823
2037
– –
-99,100
2038
– –
-16,423
2039
– –
-15,332
2040
– –
-20,400
2041
– –
-3,490
2042
– –
-10,224
2043
– –
-4,640
2044
– –
-45,393
2045
– –
-4,337
2046
– –
-39,432
2047
– –
-22,841
2048
– –
-21,901
2049
– –
-11,900
2050
– –
-12,183
80 81
82
83 84