Ownership history in Jump Financial, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which Jump Financial, LLC reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Jump Financial, LLC underperformed the S&P 500 by β4.0% annually on this IWM position. Timing score: 43% (9/21 decisions correct). Average cost basis: $219.86. Maximum drawdown during holding period: β27.0%.
β οΈ Trailed SPY by 4.0% ann. on this position.
21 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 21 add/trim decisions correct
Best entry: $140.17 (2020 Q3) Β· Worst: $245.72 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 11 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Jump Financial, LLC has been actively increasing its IWM allocation β a bullish signal from insiders.
Currently 5.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size