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
2026
– –
-12,793
2027
– –
-28,857
2028
– –
-60,400
2029
– –
-63,716
2030
– –
-20,701
2031
– –
-16,601
2032
– –
-74,230
2033
– –
-16,015
2034
– –
-61,237
2035
– –
-12,911
2036
– –
-3,450
2037
– –
-27,354
2038
– –
-8,002
2039
– –
-103,757
2040
– –
-4,600
2041
– –
-49,500
2042
– –
-15,308
2043
– –
-123,900
2044
– –
-63,737
2045
– –
-10,319
2046
– –
-7,735
2047
– –
-56,989
2048
– –
-49,289
2049
– –
-520
2050
– –
-53,755
80 81
82
83 84