Jump Financial, LLC

Position in MORN — Morningstar, Inc.

CIK 1831577 Chicago, IL

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,017,250

-$826,578 QoQ

Shares Held

6,520

-40.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#166

of 416 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Jump Financial, LLC holds $97,050,444 across 7 Financial Data & Stock Exchanges names. MORN ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	264,273	$58,359,406
2	ICE	Intercontinental Exchange, Inc.	147,859	$18,202,920
3	CBOE	Cboe Global Markets, Inc.	44,433	$10,782,555
4	COIN	Coinbase Global, Inc.	48,161	$7,040,655
5	NDAQ	Nasdaq, Inc.	15,028	$1,184,505
6	MORN	Morningstar, Inc. This page	6,520	$1,017,250
7	MSCI	MSCI Inc.	827	$463,153

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,250	6,520	-40.2%	Shares	Defined	2026-08-13
2026-03-31	$1,843,828	10,907	-78.4%	Shares	Defined	2026-05-14
2025-12-31	$10,966,983	50,467	+51.7%	Shares	Defined	2026-02-17
2025-09-30	$7,718,508	33,268	+64.2%	Shares	Defined	2025-11-13
2025-06-30	$6,362,103	20,266	+18.7%	Shares	Defined	2025-08-13
2025-03-31	$5,118,780	17,070	+646.7%	Shares	Defined	2025-05-14
2024-12-31	$769,832	2,286	-62.5%	Shares	Defined	2025-02-13
2024-09-30	$1,944,717	6,094	+374.2%	Shares	Defined	2024-11-14
2024-06-30	$380,167	1,285	-85.1%	Shares	Defined	2024-11-14
2024-03-31	$2,655,065	8,610	+39.0%	Shares	Sole	2024-05-13
2023-12-31	$1,772,970	6,194	+321.1%	Shares	Sole	2024-10-21
2023-03-31	$298,657	1,471	+52.3%	Shares	Sole	2024-10-21
2022-12-31	$209,224	966	-85.0%	Shares	Sole	2023-02-14
2022-06-30	$1,553,032	6,422	+78.4%	Shares	Sole	2022-08-09
2021-06-30	$925,596	3,600	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.