JAM
CASH icon

Jupiter Asset Management’s Pathward Financial CASH Stock Holding History

Jupiter Asset Management’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-74,763
Closed -$5.53M – 418
2025
Q3 		$5.53M Sell
74,763
-89,006
-54% -$6.93M 0.05% 257
2025
Q2 		$13M Buy
163,769
+8,500
+5% +$650K 0.11% 210
2025
Q1 		$11.3M Buy
155,269
+54,924
+55% +$4.19M 0.11% 211
2024
Q4 		$7.38M Sell
100,345
-17,456
-15% -$1.33M 0.07% 242
2024
Q3 		$7.78M Sell
117,801
-6,653
-5% -$428K 0.07% 244
2024
Q2 		$7.04M Sell
124,454
-63,345
-34% -$3.33M 0.07% 247
2024
Q1 		$9.48M Hold
187,799
– – 0.09% 224
2023
Q4 		$9.94M Buy
187,799
+3,083
+2% +$151K 0.1% 213
2023
Q3 		$8.51M Buy
184,716
+49,418
+37% +$2.46M 0.09% 217
2023
Q2 		$6.27M Hold
135,298
– – 0.07% 262
2023
Q1 		$5.61M Buy
+135,298
New +$6.37M 0.08% 214

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Jupiter Asset Management's CASH Position: Q4 2025 in Review

Jupiter Asset Management sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 74,763 shares — an estimated $5.53M sold.

Jupiter Asset Management first reported a position in CASH in Q1 2023 and held it in 11 quarters. The position peaked at $13M in Q2 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Jupiter Asset Management reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 74,763 Pathward Financial shares in Q4 2025, an estimated $5.53M.
  • Jupiter Asset Management first reported a position in Pathward Financial in Q1 2023 and held it in 11 quarters.
  • Jupiter Asset Management's Pathward Financial position peaked at $13M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.