Jump Financial, LLC Morningstar, Inc. Transaction History

Jump Financial, LLC

$8.87 Billion
Q3 2025

A detailed history of Jump Financial, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Jump Financial, LLC holds 33,268 shares of MORN stock, worth $7.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

33,268

Previous 20,266 64.16%

Holding current value

$7.05 Million

Previous $6.36 Million 21.31%

% of portfolio

0.09%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$231.72 - $311.89 $3.01 Million - $4.06 Million	13,002 Added 64.16%	33,268 $7.72 Million
Q2 2025 Aug 13, 2025	BUY	$255.31 - $313.93 $815,970 - $1 Million	3,196 Added 18.72%	20,266 $6.36 Million
Q1 2025 May 14, 2025	BUY	$282.49 - $334.73 $4.18 Million - $4.95 Million	14,784 Added 646.72%	17,070 $5.12 Million
Q4 2024 Feb 13, 2025	SELL	$312.56 - $358.78 $1.19 Million - $1.37 Million	-3,808 Reduced 62.49%	2,286 $769,000
Q3 2024 Nov 14, 2024	BUY	$295.85 - $326.31 $1.42 Million - $1.57 Million	4,809 Added 374.24%	6,094 $1.94 Million

Q2 2024 Aug 14, 2024	SELL	$282.65 - $315.06 $2.07 Million - $2.31 Million	-7,325 Reduced 85.08%	1,285 $380,000
Q1 2024 May 13, 2024	BUY	$272.04 - $310.74 $657,248 - $750,747	2,416 Added 39.01%	8,610 $2.66 Million
Q4 2023 Oct 21, 2024	BUY	$220.07 - $288.88 $1.04 Million - $1.36 Million	4,723 Added 321.07%	6,194 $1.77 Million
Q4 2023 Feb 07, 2024	BUY	$220.07 - $288.88 $1.36 Million - $1.79 Million	6,194 New	6,194 $1.77 Million
Q1 2023 Oct 21, 2024	BUY	$181.22 - $256.64 $33,706 - $47,735	186 Added 14.47%	1,471 $298,000
Q1 2023 May 03, 2023	BUY	$181.22 - $256.64 $91,516 - $129,603	505 Added 52.28%	1,471 $298,000
Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $201,980 - $241,480	966 New	966 $209,000
Q2 2022 Aug 09, 2022	BUY	$223.6 - $291.12 $1.44 Million - $1.87 Million	6,422 New	6,422 $1.55 Million
Q3 2021 Nov 12, 2021	SELL	$244.27 - $281.46 $879,372 - $1.01 Million	-3,600 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $831,600 - $954,755	3,600 New	3,600 $926,000

Others Institutions Holding MORN

# of Institutions

494

Shares Held

26M

Call Options Held

61K

Put Options Held

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $9B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

More about MORN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jump Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jump Financial, LLC with notifications on news.

Account

Jump Financial, LLC Morningstar, Inc. Transaction History