Jupiter Asset Management’s Interactive Brokers IBKR Stock Holding History

Jupiter Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.29M	Buy	+72,246	New	+$6.01M	0.03%	345
2026 Q1	–	Sell	-10,795	Closed	-$694K	–	524
2025 Q4	$694K	Buy	+10,795	New	+$723K	0.01%	363
2025 Q2	–	Sell	-956,000	Closed	-$39.6M	–	473
2025 Q1	$39.6M	Buy	+956,000	New	+$47.4M	0.38%	91
2023 Q2	–	Sell	-81,828	Closed	-$1.69M	–	534
2023 Q1	$1.69M	Sell	81,828 -8,688	-10%	-$177K	0.02%	308
2022 Q4	$1.64M	Buy	+90,516	New	+$1.69M	0.02%	334
2021 Q3	–	Sell	-377,812	Closed	-$6.21M	–	594
2021 Q2	$6.21M	Buy	+377,812	New	+$6.54M	0.06%	264
2018 Q3	–	Sell	-18,224	Closed	-$293K	–	249
2018 Q2	$293K	Buy	+18,224	New	+$330K	0.01%	240

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jupiter Asset Management's IBKR Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 72,246 shares worth $6.29M. The stake represents 0.03% of the portfolio and ranks #345 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in IBKR as recently as Q4 2025.

Jupiter Asset Management first reported a position in IBKR in Q2 2018 and has held it in 7 quarters since. The position peaked at $39.6M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Jupiter Asset Management held 72,246 shares of Interactive Brokers worth $6.29M as of Q2 2026.
Interactive Brokers was a new Jupiter Asset Management position in Q2 2026.
Interactive Brokers made up 0.03% of Jupiter Asset Management's portfolio in Q2 2026, its #345 holding.
Jupiter Asset Management first reported a position in Interactive Brokers in Q2 2018 and has held it in 7 quarters since.
Jupiter Asset Management's Interactive Brokers position peaked at $39.6M in Q1 2025.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.