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 17.35%
2 Financials 11.29%
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
– –
-11,393
2027
– –
-29,060
2028
– –
-7,461
2029
– –
-27,743
2030
– –
-14,986
2031
– –
-5,304
2032
– –
-1,567
2033
– –
-27,900
2034
– –
-4,886
2035
– –
-3,320
2036
– –
-33,190
2037
– –
-26,387
2038
– –
-67,232
2039
– –
-37,600
2040
– –
-37,355
2041
– –
-15,800
2042
– –
-98,539
2043
– –
-31,874
2044
– –
-123,444
2045
– –
-6,045
2046
– –
-35,189
2047
– –
-34,616
2048
– –
-11,620
2049
– –
-80,141
2050
– –
-20,049
80 81
82
83 84