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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
Q2 		$13.1M Buy
39,900
+4,900
+14% +$1.52M 0.09% 206
2026
Q1 		$10.3M Sell
35,000
-54,100
-61% -$16.4M 0.07% 201
2025
Q4 		$28.7M Sell
89,100
-68,000
-43% -$21.1M 0.15% 128
2025
Q3 		$49.6M Buy
157,100
+94,400
+151% +$28.1M 0.23% 63
2025
Q2 		$18.2M Sell
62,700
-13,200
-17% -$3.37M 0.15% 108
2025
Q1 		$18.6M Sell
75,900
-101,400
-57% -$25.9M 0.16% 83
2024
Q4 		$42.5M Buy
177,300
+46,700
+36% +$10.9M 0.25% 74
2024
Q3 		$27.5M Buy
+130,600
New +$27.5M 0.2% 65
2024
Q2 		– Sell
-256,000
Closed -$51.3M – 1635
2024
Q1 		$51.3M Sell
256,000
-415,800
-62% -$75M 0.47% 26
2023
Q4 		$114M Buy
671,800
+601,800
+860% +$91.2M 0.75% 17
2023
Q3 		$10.2M Sell
70,000
-550,000
-89% -$82.4M 0.09% 165
2023
Q2 		$90.2M Buy
620,000
+565,000
+1,027% +$77.7M 0.81% 19
2023
Q1 		$7.17M Sell
55,000
-47,200
-46% -$6.47M 0.06% 278
2022
Q4 		$13.7M Buy
+102,200
New +$12.9M 0.1% 170

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jefferies Financial Group's JPM Position: Q2 2026 in Review

Jefferies Financial Group increased its JPMorgan Chase (JPM) stake by 93% in Q2 2026, buying an estimated $28.1M and bringing the position to 187,957 shares worth $61.5M. The position accounts for 0.41% of the portfolio, ranked #42.

Jefferies Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $119M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jefferies Financial Group held 187,957 shares of JPMorgan Chase worth $61.5M as of Q2 2026.
  • Jefferies Financial Group bought 90,393 JPMorgan Chase shares in Q2 2026, an estimated $28.1M.
  • JPMorgan Chase made up 0.41% of Jefferies Financial Group's portfolio in Q2 2026, its #42 holding.
  • Jefferies Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's JPMorgan Chase position peaked at $119M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.