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Jefferies Financial Group’s JPMorgan Chase JPM Stock Holding History

Jefferies Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7M Sell
97,564
-272,638
-74% -$82.7M 0.2% 83
2025
Q4 		$119M Buy
370,202
+356,043
+2,515% +$110M 0.61% 23
2025
Q3 		$4.47M Sell
14,159
-20,838
-60% -$6.2M 0.02% 393
2025
Q2 		$10.1M Buy
34,997
+1,293
+4% +$330K 0.09% 169
2025
Q1 		$8.27M Sell
33,704
-251,171
-88% -$64M 0.07% 186
2024
Q4 		$68.3M Buy
284,875
+247,287
+658% +$57.6M 0.41% 43
2024
Q3 		$7.93M Buy
37,588
+2,235
+6% +$471K 0.06% 219
2024
Q2 		$7.15M Sell
35,353
-219,797
-86% -$43M 0.08% 205
2024
Q1 		$51.1M Buy
255,150
+100,314
+65% +$18.1M 0.47% 27
2023
Q4 		$26.3M Buy
154,836
+131,340
+559% +$19.9M 0.17% 85
2023
Q3 		$3.41M Sell
23,496
-14,778
-39% -$2.22M 0.03% 452
2023
Q2 		$5.57M Buy
38,274
+17,969
+88% +$2.47M 0.05% 332
2023
Q1 		$2.65M Sell
20,305
-133,862
-87% -$18.3M 0.02% 561
2022
Q4 		$20.7M Buy
+154,167
New +$19.5M 0.14% 115

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's JPM Position: Q1 2026 in Review

Jefferies Financial Group reduced its JPMorgan Chase (JPM) stake by 74% in Q1 2026, selling an estimated $82.7M and leaving 97,564 shares worth $28.7M. The position accounts for 0.2% of the portfolio, ranked #83.

Jefferies Financial Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $119M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jefferies Financial Group held 97,564 shares of JPMorgan Chase worth $28.7M as of Q1 2026.
  • Jefferies Financial Group sold 272,638 JPMorgan Chase shares in Q1 2026, an estimated $82.7M.
  • JPMorgan Chase made up 0.2% of Jefferies Financial Group's portfolio in Q1 2026, its #83 holding.
  • Jefferies Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's JPMorgan Chase position peaked at $119M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.