Arkolith/Funds/Jump Financial, LLC

Jump Financial, LLC

CIK 1831577
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Inactive

Jump Financial, LLC holds a diversified book of 1798 stocks worth $6.8B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Silver Trust and trimmed Ishares Russell 2000 ETF. Their largest long position is Ishares Russell 2000 ETF at 6% of the equity book. They also disclosed $434.2M in put options (a bearish bet) and $301.8M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2020 would be +69% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Jump Financial, LLC's latest
holdings, largest changes, and filing provenance.
Opened
646
new positions
Added to
526
existing
Trimmed
618
reduced
Sold out
727
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+68.8%
+9.6%/yr · since Nov '20
Their reported book
+104.7%
held from quarter-end
S&P 500
+123.2%
same window
$10K$13K$16K$19K$23KNov '20Jan '22Mar '23Apr '24Jun '25Jul '26
Jump Financial, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +104.7%, a 35.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Jump Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
13%
Top 20 holdings
19%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

ETF / fund or unclassified
27%
Information Technology
18%
Financials
12%
Industrials
11%
Health Care
9%
Materials
6%
Consumer Discretionary
5%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Jump Financial, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO78 / 80$206.9B
BNP PARIBAS FINANCIAL MARKETS75 / 80$26.0B
MILLENNIUM MANAGEMENT LLC75 / 80$21.3B
BlackRock, Inc.73 / 80$892.5B
FMR LLC71 / 80$301.9B
BANK OF AMERICA CORP /DE/71 / 80$153.5B
WELLS FARGO & COMPANY/MN71 / 80$71.8B
GOLDMAN SACHS GROUP INC70 / 80$115.5B

Ranked by how many of Jump Financial, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,798 positions
#SecurityValueShares% PortLast moveHistory
1iShares Russell 2000 ETF
ETF
$384.0M1.55M
5.7%
−6.4%
Reduced · −106K sh
2State Street Energy Select Sector SPDR ETF
ETF
$64.7M1.06M
1.0%
+512%
Added · +884K sh
3Super Micro Computer Inc
Convertible bond
$63.0M79.00M
0.9%
+84%
Added · +36.0M sh
4iShares Core S&P 500 ETF
ETF
$62.0M94.9K
0.9%
+362%
Added · +74K sh
5State Street Consumer Discretionary Select Sector SPDR ETF
ETF
$58.4M535.5K
0.9%
+591%
Added · +458K sh
6iShares Silver Trust
ETF
$57.5M844.1K
0.9%
New
New position
7Direxion Daily Semiconductor Bull 3X ETF
ETF
$47.5M991.8K
0.7%
New
New position
8CME Group Inc
Common Stock
$47.3M160.1K
0.7%
+54%
Added · +56K sh
9Sandisk Corp
Common Stock
$46.8M73.7K
0.7%
−31%
Reduced · −34K sh
10Microsoft Corp
Common Stock
$46.6M125.8K
0.7%
−11%
Reduced · −15K sh
11Alibaba Group Holding Ltd
Convertible bond
$45.8M33.00M
0.7%
+10%
Added · +3.0M sh
12Amphenol Corp
Common Stock
$41.8M330.7K
0.6%
+34%
Added · +84K sh
13Silvercorp Metals Inc
Convertible bond
$40.4M15.70M
0.6%
−31%
Reduced · −7.0M sh
14Boston Scientific Corp
Common Stock
$38.8M618.7K
0.6%
+38%
Added · +169K sh
15Circle Internet Group Inc
Common Stock
$38.3M401.5K
0.6%
+403%
Added · +322K sh
16ServiceNow Inc
Common Stock
$36.4M348.4K
0.5%
+37%
Added · +95K sh
17Advanced Micro Devices Inc
Common Stock
$35.2M173.1K
0.5%
−32%
Reduced · −83K sh
18State Street SPDR Dow Jones Industrial Average ETF Trust
ETF
$34.2M73.8K
0.5%
+10%
Added · +7K sh
19Bank of America Corp
Common Stock
$32.3M662.1K
0.5%
18×
Added · +625K sh
20Wells Fargo & Co
Common Stock
$32.2M404.0K
0.5%
+596%
Added · +346K sh
21Cogent Biosciences Inc
Convertible bond
$31.9M26.00M
0.5%
+221%
Added · +17.9M sh
22Celestica Inc
Common Stock
$31.2M110.7K
0.5%
+35%
Added · +29K sh
23Micron Technology Inc
Common Stock
$31.2M92.2K
0.5%
+126%
Added · +51K sh
24Bridgebio Pharma Inc
Convertible bond
$30.5M18.00M
0.5%
New
New position
25Blackrock Inc
Common Stock
$30.4M31.6K
0.4%
−6.9%
Reduced · −2K sh
26iShares Semiconductor ETF
ETF
$30.0M91.4K
0.4%
93×
Added · +90K sh
27Abbott Laboratories
Common Stock
$29.7M288.9K
0.4%
11×
Added · +263K sh
28Zscaler Inc
Common Stock
$29.1M207.8K
0.4%
+409%
Added · +167K sh
29Lumentum Holdings Inc
Common Stock
$29.1M41.4K
0.4%
−45%
Reduced · −34K sh
30Arista Networks Inc
Common Stock
$28.9M235.6K
0.4%
+140%
Added · +137K sh
31Broadcom Inc
Common Stock
$28.4M91.7K
0.4%
+12%
Added · +10K sh
32Capital Southwest Corp
Convertible bond
$27.5M26.97M
0.4%
Held
33Barrick Mining Corp
Common Stock
$26.5M650.1K
0.4%
38×
Added · +633K sh
34Tesla Inc
Common Stock
$25.9M69.7K
0.4%
+8.9%
Added · +6K sh
35Unity Software Inc
Convertible bond
$25.9M26.00M
0.4%
New
New position
36JBS NV
Common Stock
$25.3M1.41M
0.4%
−15%
Reduced · −246K sh
37Coinbase Global Inc
Convertible bond
$25.0M27.00M
0.4%
+29%
Added · +6.0M sh
38Fortuna Mining Corp
Convertible bond
$24.7M14.28M
0.4%
−27%
Reduced · −5.3M sh
39Fastly Inc
Convertible bond
$23.5M12.50M
0.3%
+52%
Added · +4.3M sh
40Meta Platforms Inc
Common Stock
$23.5M41.1K
0.3%
−29%
Reduced · −16K sh
41Planet Labs PBC
Common Stock
$23.5M839.3K
0.3%
New
New position
42MercadoLibre Inc
Common Stock
$23.4M13.6K
0.3%
+2.0%
Added · +268 sh
43American Airlines Group Inc
Common Stock
$23.3M2.17M
0.3%
New
New position
44Agilent Technologies Inc
Common Stock
$23.3M204.1K
0.3%
+695%
Added · +178K sh
45Celcuity Inc
Convertible bond
$23.2M9.50M
0.3%
−31%
Reduced · −4.2M sh
46CF Industries Holdings Inc
Common Stock
$23.1M178.0K
0.3%
+190%
Added · +117K sh
47Grab Holdings Ltd
Common Stock
$23.1M6.31M
0.3%
+99%
Added · +3.1M sh
48Credo Technology Group Holding Ltd
Common Stock
$22.9M243.9K
0.3%
+506%
Added · +204K sh
49Novo Nordisk A/S
Depositary Receipt
$22.8M621.4K
0.3%
New
New position
50State Street Industrial Select Sector SPDR ETF
ETF
$22.8M140.9K
0.3%
+179%
Added · +90K sh
Showing 50 of 1,798 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$434.2M
Call notional (bullish)$301.8M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$118.1M1.5M
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$116.8M202K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$113.1M456K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$96.2M167K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$79.8M123K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$72.3M111K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$50.5M204K
CALL · bullishISHARES 20+ YEAR TREASURY BDTLT$38.8M448K
PUT · bearishISHARES 20+ YEAR TREASURY BDTLT$19.8M229K
CALL · bullishISHR IBX USD HIYLD CB ETF-UIHYG$11.9M150K
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$2.9M75K
PUT · bearishISHARES BITCOIN TRUST ETFIBIT$2.9M75K
CALL · bullishNVIDIA CORPNVDA$2.6M15K
PUT · bearishNVIDIA CORPNVDA$2.0M11K
CALL · bullishUNITED AIRLINES HOLDINGS INCUAL$1.8M20K
CALL · bullishAMERICAN AIRLINES GROUP INCAAL$1.6M150K
CALL · bullishTESLA INCTSLA$1.5M4K
PUT · bearishTESLA INCTSLA$1.4M4K
CALL · bullishAPPLE INCAAPL$533K2K
PUT · bearishAPPLE INCAAPL$533K2K
CALL · bullishAMAZON.COM INCAMZN$458K2K
PUT · bearishAMAZON.COM INCAMZN$417K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 20263,625$7.5B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20264,014$8.1B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20252,987$8.4B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20253,946$9.1B13F-HR
Q1 2025Mar 31, 2025May 14, 20253,485$7.3B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20253,547$4.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20243,587$4.9B13F-HR
Q2 2024Jun 30, 2024Nov 14, 20243,688$5.0B13F-HR/A
Q1 2024Mar 31, 2024Nov 14, 20244,637$3.7B13F-HR/A
Q4 2023Dec 31, 2023Oct 21, 20244,087$3.1B13F-HR/A
Q3 2023Sep 30, 2023Oct 21, 20244,362$2.7B13F-HR/A
Q2 2023Jun 30, 2023Oct 21, 20244,006$2.7B13F-HR/A
Q1 2023Mar 31, 2023Oct 21, 20243,179$2.5B13F-HR/A
Q4 2022Dec 31, 2022Sep 6, 20243,391$1.9B13F-HR/A
Amended / restated
  • Q2 2024 · filed Aug 14, 202413F-HR · superseded
  • Q1 2024 · filed May 13, 202413F-HR · superseded
  • Q4 2023 · filed Oct 21, 202413F-HR/A · superseded
  • Q4 2023 · filed Feb 7, 202413F-HR · superseded
  • Q3 2023 · filed Oct 21, 202413F-HR/A · superseded
  • Q3 2023 · filed Nov 7, 202313F-HR · superseded
  • Q2 2023 · filed Oct 21, 202413F-HR/A · superseded
  • Q2 2023 · filed Aug 7, 202313F-HR · superseded
  • Q1 2023 · filed Oct 21, 202413F-HR/A · superseded
  • Q1 2023 · filed May 3, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.