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Asset Manager ← All Institutions

Jump Financial, LLC

Q1 2026 · Filed 2026-05-14
Market Value
$6.0B
-16.7%
Holdings
2,344
+135
New Purchases
588
Added To
492
Closed
665
Reduced
595
Top 10 Concentration
14.3%
Turnover
53.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLE 1.08% 0.11% +0.97% $65M
SLV 0.96% 0.00% +0.96% $58M
XLY 0.98% 0.13% +0.85% $58M
IVV 1.04% 0.20% +0.84% $62M
SOXL 0.79% 0.00% +0.79% $48M
IWM 6.42% 5.68% +0.74% $384M
CRCL 0.64% 0.09% +0.55% $38M
BAC 0.54% 0.03% +0.51% $32M
SOXX 0.50% 0.00% +0.50% $30M
WFC 0.54% 0.08% +0.46% $32M
ABT 0.50% 0.05% +0.45% $30M
B 0.44% 0.01% +0.43% $27M
SNDK 0.78% 0.36% +0.43% $47M
CME 0.79% 0.40% +0.39% $47M
PL 0.39% 0.00% +0.39% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLT 0.00% 1.41% -1.41% $0
SPY 0.12% 1.48% -1.36% $7M
NVDA 0.01% 1.16% -1.15% $706K
WMT 0.00% 1.10% -1.10% $0
AMZN 0.01% 1.00% -1.00% $456K
NFLX 0.00% 0.69% -0.69% $0
GOOGL 0.12% 0.80% -0.68% $7M
HYG 0.13% 0.81% -0.68% $8M
PLTR 0.03% 0.66% -0.63% $2M
ET 0.01% 0.59% -0.58% $594K
ARM 0.05% 0.58% -0.54% $3M
VRT 0.00% 0.54% -0.54% $284K
OTIS 0.04% 0.58% -0.54% $3M
FCX 0.03% 0.47% -0.44% $2M
CAH 0.01% 0.45% -0.44% $897K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $588M 9.8%
Large Cap 755 $3.5B 58.3%
Mid Cap 688 $1.3B 21.3%
Small Cap 630 $507M 8.5%
Micro Cap 199 $122M 2.0%

Portfolio Analytics

Avg Market Cap
$41.3B
Median Market Cap
$4.5B
Avg P/E
33.3
Median P/E
20.8
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,131
# ETFs / Funds
213

Top Holdings (2,344 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWM 6.42% 1,548,574 $384M $248.00 -$23M -106,454 -6.4%
2 XLE 1.08% 1,056,101 $65M $61.26 $57M +883,543 +512.0%
3 IVV 1.04% 94,895 $62M $653.21 $48M +74,357 +362.1%
4 XLY 0.98% 535,467 $58M $108.98 $49M +457,956 +590.8%
5 SLV 0.96% 844,097 $58M $68.14 +844,097 NEW
6 SOXL 0.79% 991,823 $48M $47.91 +991,823 NEW
7 CME 0.79% 160,138 $47M $295.35 $19M +55,872 +53.6%
8 SNDK 0.78% 73,723 $47M $635.34 $21M -33,796 -31.4%
9 MSFT 0.78% 125,777 $47M $370.17 -$21M -14,859 -10.6%
10 APH 0.70% 330,671 $42M $126.35 $8M +83,814 +34.0%
11 BSX 0.65% 618,715 $39M $62.75 -$4M +169,417 +37.7%
12 CRCL 0.64% 401,475 $38M $95.41 $32M +321,675 +403.1%
13 NOW 0.61% 348,444 $36M $104.55 -$2M +94,615 +37.3%
14 AMD 0.59% 173,117 $35M $203.43 -$20M -82,897 -32.4%
15 DIA 0.57% 73,837 $34M $463.19 $2M +6,980 +10.4%
16 BAC 0.54% 662,097 $32M $48.75 $30M +624,899 +1679.9%
17 WFC 0.54% 404,015 $32M $79.61 $27M +345,989 +596.3%
18 CLS 0.52% 110,707 $31M $281.68 $7M +28,936 +35.4%
19 MU 0.52% 92,228 $31M $337.84 $19M +51,360 +125.7%
20 BLK 0.51% 31,593 $30M $961.71 -$6M -2,333 -6.9%
21 SOXX 0.50% 91,388 $30M $328.66 $30M +90,407 +9215.8%
22 ABT 0.50% 288,922 $30M $102.67 $26M +262,587 +997.1%
23 ZS 0.49% 207,773 $29M $140.29 $20M +166,923 +408.6%
24 LITE 0.49% 41,437 $29M $702.76 $1M -34,145 -45.2%
25 ANET 0.48% 235,604 $29M $122.78 $16M +137,449 +140.0%
26 AVGO 0.47% 91,711 $28M $309.51 -$12K +9,661 +11.8%
27 B 0.44% 650,130 $27M $40.79 $26M +632,959 +3686.2%
28 TSLA 0.43% 69,745 $26M $371.75 -$3M +5,731 +8.9%
29 META 0.39% 41,058 $23M $572.13 -$14M -16,472 -28.6%
30 PL 0.39% 839,310 $23M $27.95 +839,310 NEW
31 MELI 0.39% 13,550 $23M $1,729.02 -$3M +268 +2.0%
32 AAL 0.39% 2,167,307 $23M $10.74 +2,167,307 NEW
33 A 0.39% 204,128 $23M $113.98 $20M +178,462 +695.3%
34 CF 0.39% 177,978 $23M $129.84 $18M +116,618 +190.1%
35 GRAB 0.39% 6,310,683 $23M $3.66 $7M +3,132,810 +98.6%
36 CRDO 0.38% 243,944 $23M $93.87 $17M +203,684 +505.9%
37 NVO 0.38% 621,393 $23M $36.75 +621,393 NEW
38 XLI 0.38% 140,922 $23M $161.73 $15M +90,383 +178.8%
39 ADP 0.38% 111,773 $23M $203.18 $21M +105,064 +1566.0%
40 CVX 0.37% 106,714 $22M $206.90 $22M +104,492 +4702.6%
41 LEN 0.37% 251,379 $22M $86.84 $3M +72,513 +40.5%
42 TQQQ 0.36% 522,419 $22M $41.68 $10M +298,907 +133.7%
43 RKLB 0.36% 336,811 $22M $64.22 $16M +258,321 +329.1%
44 GS 0.36% 25,440 $22M $845.99 $19M +22,013 +642.3%
45 FIG 0.36% 1,008,891 $21M $21.14 +1,008,891 NEW
46 MDY 0.35% 33,832 $21M $616.76 +33,832 NEW
47 EWY 0.35% 168,649 $21M $123.01 +168,649 NEW
48 FI 0.35% 371,606 $21M $55.80 -$7M -38,274 -9.3%
49 SOFI 0.34% 1,295,829 $21M $15.88 $3M +633,219 +95.6%
50 RIG 0.34% 3,097,365 $21M $6.63 $18M +2,486,416 +407.0%
51 NSC 0.34% 71,415 $20M $287.00 $20M +70,227 +5911.4%
52 IJH 0.34% 300,964 $20M $67.53 +300,964 NEW
53 TEL 0.34% 97,082 $20M $209.02 -$6M -19,877 -17.0%
54 MRVL 0.34% 202,384 $20M $99.05 $5M +26,000 +14.7%
55 PBF 0.33% 417,362 $20M $47.62 $712K -289,218 -40.9%
56 TTD 0.33% 863,100 $20M $22.69 -$47K +345,956 +66.9%
57 EFA 0.33% 200,451 $19M $97.13 $17M +171,530 +593.1%
58 CPRT 0.32% 573,967 $19M $33.20 -$8M -116,415 -16.9%
59 DVN 0.32% 377,752 $19M $50.32 +377,752 NEW
60 ADC 0.31% 249,169 $19M $75.38 $16M +211,348 +558.8%
61 GRMN 0.31% 80,737 $19M $232.01 $15M +60,618 +301.3%
62 MS 0.31% 112,997 $19M $164.57 -$2M -2,205 -1.9%
63 MPLX 0.31% 322,233 $18M $57.07 $2M +21,468 +7.1%
64 AME 0.31% 85,421 $18M $214.36 $16M +74,045 +650.9%
65 CHWY 0.30% 673,213 $18M $27.00 $8M +371,087 +122.8%
66 LLY 0.30% 19,407 $18M $919.77 $14M +15,950 +461.4%
67 PODD 0.30% 84,293 $18M $209.84 $10M +55,732 +195.1%
68 TT 0.29% 42,088 $18M $416.74 -$8M -24,643 -36.9%
69 GM 0.29% 231,135 $17M $74.50 $17M +222,607 +2610.3%
70 PH 0.29% 19,218 $17M $895.24 $17M +18,512 +2622.1%
71 SCHW 0.29% 182,378 $17M $93.98 -$25M -241,624 -57.0%
72 LDOS 0.28% 107,618 $17M $155.52 +107,618 NEW
73 CLF 0.28% 1,979,495 $17M $8.45 $9M +1,407,672 +246.2%
74 JEF 0.28% 405,100 $17M $41.27 $7M +245,900 +154.5%
75 LIN 0.28% 33,708 $17M $495.76 $5M +7,360 +27.9%
76 SBSW 0.28% 1,354,240 $17M $12.32 $13M +1,123,126 +486.0%
77 LVS 0.28% 308,784 $17M $53.88 $5M +126,093 +69.0%
78 OEF 0.28% 52,258 $17M $318.07 $13M +42,884 +457.5%
79 LUNR 0.27% 883,440 $16M $18.56 $9M +397,878 +81.9%
80 STX 0.27% 41,706 $16M $391.76 $16M +40,205 +2678.6%
81 IREN 0.27% 476,293 $16M $34.28 $10M +297,793 +166.8%
82 STLA 0.27% 2,290,404 $16M $7.09 $12M +1,877,896 +455.2%
83 LRCX 0.27% 74,247 $16M $213.66 $8M +29,633 +66.4%
84 FIGR 0.26% 466,025 $16M $33.95 +466,025 NEW
85 APLD 0.26% 660,481 $16M $23.74 $1M +70,581 +12.0%
86 RBLX 0.26% 275,719 $16M $56.56 -$27M -249,545 -47.5%
87 IONS 0.26% 206,675 $16M $75.09 +206,675 NEW
88 HUN 0.26% 1,158,395 $15M $13.31 $15M +1,102,695 +1979.7%
89 EPD 0.26% 404,194 $15M $37.84 $2M -3,273 -0.8%
90 JNJ 0.25% 61,900 $15M $244.44 $9M +33,441 +117.5%
91 BKR 0.25% 243,438 $15M $61.05 $13M +212,219 +679.8%
92 TROW 0.25% 163,461 $15M $90.14 +163,461 NEW
93 LMT 0.24% 23,832 $14M $604.39 -$17M -40,802 -63.1%
94 AGX 0.24% 25,837 $14M $544.65 $13M +21,566 +504.9%
95 OXY 0.23% 213,569 $14M $65.00 +213,569 NEW
96 CRWV 0.23% 174,315 $14M $77.47 -$17M -248,552 -58.8%
97 BNO 0.22% 255,325 $13M $52.01 $13M +246,724 +2868.6%
98 TECK 0.22% 253,294 $13M $51.75 -$15M -338,224 -57.2%
99 NTSK 0.22% 1,528,068 $13M $8.49 $12M +1,499,868 +5318.7%
100 BTGO 0.22% 1,568,657 $13M $8.23 +1,568,657 NEW

Options Breakdown

12 Calls $302M Call Value 10 Puts $434M Put Value 1.44 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 202,400 $117M NEW
SPY 111,200 $72M
IWM 203,600 $50M NEW
TLT 447,600 $39M NEW
HYG 150,000 $12M NEW
IBIT 75,000 $3M NEW
NVDA 14,900 $3M NEW
UAL 20,000 $2M NEW
AAL 150,000 $2M NEW
TSLA 4,000 $1M

Top Puts

SymbolSharesValueStatus
HYG 1,485,000 $118M NEW
IWM 456,100 $113M NEW
QQQ 166,600 $96M NEW
SPY 122,700 $80M
TLT 228,900 $20M NEW
IBIT 75,000 $3M NEW
NVDA 11,200 $2M NEW
TSLA 3,700 $1M
AAPL 2,100 $533K NEW
AMZN 2,000 $417K NEW

New Positions

SymbolValue% Port
SLV $58M 0.96%
SOXL $48M 0.79%
PL $23M 0.39%
AAL $23M 0.39%
NVO $23M 0.38%
FIG $21M 0.36%
MDY $21M 0.35%
EWY $21M 0.35%
IJH $20M 0.34%
DVN $19M 0.32%
LDOS $17M 0.28%
FIGR $16M 0.26%
IONS $16M 0.26%
TROW $15M 0.25%
OXY $14M 0.23%

Sold Out Positions

SymbolValue% Port
ABM —%
PAC —%
T —%
CCS —%
YUM —%
BDX —%
AIR —%
DIS —%
GNK —%
AIZ —%
ARES —%
ASX —%
EMN —%
DECK —%
FDX —%
View SEC EDGAR Filings for Jump Financial, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms