J.P. Morgan Private Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio JEF Stock Details JEF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$904K	Buy	24,672 +15,970	+184%	+$585K	﹤0.01%	1012
2023 Q2	$289K	Sell	8,702 -14,489	-62%	-$481K	﹤0.01%	1254
2023 Q1	$736K	Sell	23,191 -9,832	-30%	-$312K	﹤0.01%	1314
2022 Q4	$1.08M	Buy	33,023 +5,800	+21%	+$190K	﹤0.01%	1106
2022 Q3	$768K	Buy	27,223 +25	+0.1%	+$705	﹤0.01%	1263
2022 Q2	$718K	Sell	27,198 -2,112	-7%	-$55.8K	﹤0.01%	1300
2022 Q1	$920K	Buy	29,310 +1,209	+4%	+$37.9K	﹤0.01%	1259
2021 Q4	$1.04M	Buy	28,101 +3,040	+12%	+$113K	﹤0.01%	1219
2021 Q3	$890K	Sell	25,061 -103	-0.4%	-$3.66K	﹤0.01%	1271
2021 Q2	$823K	Buy	25,164 +1,722	+7%	+$56.3K	﹤0.01%	1285
2021 Q1	$675K	Sell	23,442 -2,309	-9%	-$66.5K	﹤0.01%	1210
2020 Q4	$606K	Sell	25,751 -1,726	-6%	-$40.6K	﹤0.01%	1217
2020 Q3	$473K	Sell	27,477 -5,484	-17%	-$94.4K	﹤0.01%	1179
2020 Q2	$490K	Buy	32,961 +2,572	+8%	+$38.2K	﹤0.01%	1105
2020 Q1	$397K	Sell	30,389 -18,224	-37%	-$238K	﹤0.01%	1021
2019 Q4	$993K	Sell	48,613 -6,935	-12%	-$142K	﹤0.01%	795
2019 Q3	$977K	Buy	55,548 +5,824	+12%	+$102K	0.01%	763
2019 Q2	$856K	Sell	49,724 -3,522	-7%	-$60.6K	﹤0.01%	799
2019 Q1	$896K	Sell	53,246 -6,813	-11%	-$115K	﹤0.01%	832
2018 Q4	$933K	Sell	60,059 -3,445	-5%	-$53.5K	0.01%	766
2018 Q3	$1.25M	Sell	63,504 -7,250	-10%	-$142K	0.01%	760
2018 Q2	$1.44M	Sell	70,754 -14,906	-17%	-$303K	0.01%	670
2018 Q1	$1.74M	Buy	85,660 +12,863	+18%	+$262K	0.01%	511
2017 Q4	$1.73M	Buy	72,797 +4,524	+7%	+$107K	0.01%	520
2017 Q3	$1.54M	Buy	68,273 +1,129	+2%	+$25.5K	0.01%	524
2017 Q2	$1.57M	Sell	67,144 -75,133	-53%	-$1.76M	0.01%	513
2017 Q1	$3.31M	Sell	142,277 -10,113	-7%	-$235K	0.03%	374
2016 Q4	$3.17M	Sell	152,390 -15,309	-9%	-$319K	0.03%	357
2016 Q3	$2.86M	Sell	167,699 -18,505	-10%	-$315K	0.03%	363
2016 Q2	$2.89M	Buy	186,204 +5,888	+3%	+$91.4K	0.03%	364
2016 Q1	$2.61M	Buy	180,316 +1,998	+1%	+$28.9K	0.03%	343
2015 Q4	$2.78M	Buy	178,318 +48,778	+38%	+$759K	0.03%	315
2015 Q3	$2.35M	Sell	129,540 -57,264	-31%	-$1.04M	0.03%	310
2015 Q2	$4.06M	Buy	186,804 +16,076	+9%	+$349K	0.05%	266
2015 Q1	$3.41M	Buy	170,728 +28,735	+20%	+$573K	0.04%	292
2014 Q4	$2.85M	Buy	141,993 +2,303	+2%	+$46.2K	0.03%	320
2014 Q3	$2.98M	Buy	139,690 +53,730	+63%	+$1.15M	0.04%	311
2014 Q2	$2.02M	Buy	85,960 +9,163	+12%	+$215K	0.03%	292
2014 Q1	$1.93M	Buy	76,797 +57,391	+296%	+$1.44M	0.04%	289
2013 Q4	$492K	Buy	19,406 +2,622	+16%	+$66.5K	0.01%	454
2013 Q3	$409K	Sell	16,784 -3,838	-19%	-$93.5K	0.01%	463
2013 Q2	$484K	Buy	+20,622	New	+$484K	0.01%	414