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
$4.97B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,385
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$57.4M
3
+$44M
4
AAPL icon
Apple
AAPL
+$36.8M
5
AMZN icon
Amazon
AMZN
+$31M

Top Sells

1
+$121M
2
+$32.1M
3
+$16.7M
4
BIIB icon
Biogen
BIIB
+$13M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 20.83%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.94%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-44,700
2027
– –
-12,961
2028
– –
-30,995
2029
– –
-9,761
2030
– –
-18,548
2031
– –
-7,834
2032
– –
-16,646
2033
– –
-18,892
2034
– –
-8,495
2035
– –
-6,526
2036
– –
-16,501
2037
– –
-101,144
2038
– –
-20,731
2039
– –
-88,619
2040
– –
-23,619
2041
– –
-7,537
2042
– –
-15,926
2043
– –
-12,398
2044
– –
-39,593
2045
– –
-274
2046
– –
-59,776
2047
– –
-18,191
2048
– –
-4,905
2049
– –
-54,244
2050
– –
-103,613
80 81
82
83 84