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	$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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.