JF

Jump Financial Portfolio holdings

AUM $6.76B
1-Year Est. Return 33.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.14B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$78.6M
3
+$75.8M
4
COST icon
Costco
COST
+$55.6M
5
PLTR icon
Palantir
PLTR
+$47.8M

Top Sells

1
+$91.5M
2
+$85.4M
3
+$84.4M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$55.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$48.3M

Sector Composition

1 Technology 21.97%
2 Healthcare 11.88%
3 Consumer Discretionary 10.86%
4 Industrials 10.75%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-9,236
2027
– –
-27,032
2028
– –
-57,246
2029
– –
-80,147
2030
– –
-40,771
2031
– –
-39,559
2032
– –
-96,832
2033
– –
-3,082
2034
– –
-52,221
2035
– –
-4,427
2036
– –
-102,100
2037
– –
-22,618
2038
– –
-12,311
2039
– –
-168,711
2040
– –
-54,176
2041
– –
-7,704
2042
– –
-97,600
2043
– –
-10,168
2044
– –
-47,164
2045
– –
-15,397
2046
– –
-3,963
2047
– –
-42,003
2048
– –
-111,543
2049
– –
-47,260
2050
– –
-43,587
80 81
82
83 84