Jefferies Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.09M | Buy |
20,000
+10,000
| +100% | +$1.15M | 0.02% | 589 |
|
|
2022
Q2 | $1.13M | Sell |
10,000
-5,000
| -33% | -$619K | 0.01% | 762 |
|
|
2022
Q1 | $2.04M | Buy |
+15,000
| New | +$2.21M | 0.01% | 680 |
|
|
2021
Q1 | – | Sell |
-38,100
| Closed | -$4.84M | – | 1807 |
|
|
2020
Q4 | $4.84M | Buy |
38,100
+11,100
| +41% | +$1.24M | 0.04% | 421 |
|
|
2020
Q3 | $2.6M | Sell |
27,000
-135,000
| -83% | -$13.3M | 0.03% | 473 |
|
|
2020
Q2 | $15.2K | Buy |
162,000
+158,200
| +4,163% | +$15M | 0.18% | 78 |
|
|
2020
Q1 | $342K | Sell |
3,800
-26,600
| -88% | -$3.23M | ﹤0.01% | 1478 |
|
|
2019
Q4 | $4.24M | Sell |
30,400
-12,600
| -29% | -$1.62M | 0.03% | 604 |
|
|
2019
Q3 | $5.06M | Sell |
43,000
-135,000
| -76% | -$15.3M | 0.04% | 517 |
|
|
2019
Q2 | $19.9M | Buy |
178,000
+91,700
| +106% | +$10.1M | 0.15% | 101 |
|
|
2019
Q1 | $8.74M | Buy |
+86,300
| New | +$8.89M | 0.07% | 246 |
|
|
2018
Q4 | – | Sell |
-63,800
| Closed | -$7.2M | – | 2347 |
|
|
2018
Q3 | $7.2M | Buy |
63,800
+49,300
| +340% | +$5.6M | 0.05% | 389 |
|
|
2018
Q2 | $1.51M | Sell |
14,500
-65,100
| -82% | -$7.14M | 0.01% | 1036 |
|
|
2018
Q1 | $8.75M | Sell |
79,600
-217,800
| -73% | -$24.7M | 0.05% | 290 |
|
|
2017
Q4 | $31.8M | Buy |
297,400
+222,000
| +294% | +$22.5M | 0.15% | 78 |
|
|
2017
Q3 | $7.2M | Buy |
+75,400
| New | +$6.95M | 0.05% | 396 |
|
|
2017
Q2 | – | Sell |
-60,200
| Closed | -$5.29M | – | 2388 |
|
|
2017
Q1 | $5.29M | Sell |
60,200
-170,300
| -74% | -$15M | 0.04% | 478 |
|
|
2016
Q4 | $19.9M | Buy |
230,500
+28,600
| +14% | +$2.18M | 0.11% | 165 |
|
|
2016
Q3 | $13.4M | Sell |
201,900
-7,400
| -4% | -$483K | 0.07% | 227 |
|
|
2016
Q2 | $13M | Buy |
209,300
+156,000
| +293% | +$9.74M | 0.06% | 224 |
|
|
2016
Q1 | $3.16M | Sell |
53,300
-130,700
| -71% | -$7.63M | 0.02% | 657 |
|
|
2015
Q4 | $12.2M | Buy |
184,000
+86,500
| +89% | +$5.63M | 0.07% | 220 |
|
|
2015
Q3 | $5.94M | Sell |
97,500
-204,200
| -68% | -$13.4M | 0.03% | 418 |
|
|
2015
Q2 | $20.4M | Buy |
+301,700
| New | +$19.7M | 0.11% | 157 |
|
|
2015
Q1 | – | Sell |
-243,800
| Closed | -$15.3M | – | 2249 |
|
|
2014
Q4 | $15.3M | Buy |
243,800
+238,400
| +4,415% | +$14.3M | 0.09% | 193 |
|
|
2014
Q3 | $325K | Hold |
5,400
| – | – | ﹤0.01% | 1558 |
|
|
2014
Q2 | $311K | Sell |
5,400
-86,500
| -94% | -$4.86M | ﹤0.01% | 1512 |
|
|
2014
Q1 | $5.58M | Buy |
91,900
+84,100
| +1,078% | +$4.86M | 0.05% | 280 |
|
|
2013
Q4 | $456K | Sell |
7,800
-8,000
| -51% | -$438K | ﹤0.01% | 1195 |
|
|
2013
Q3 | $817K | Sell |
15,800
-181,200
| -92% | -$9.72M | 0.01% | 996 |
|
|
2013
Q2 | $10.4M | Buy |
+197,000
| New | +$10M | 0.11% | 132 |
|
Other funds holding JPM
Jefferies Group's JPM Position: Q3 2022 in Review
Jefferies Group increased its JPMorgan Chase (JPM) stake by 29% in Q3 2022, buying an estimated $2.43M and bringing the position to 94,234 shares worth $9.85M. The position accounts for 0.08% of the portfolio, ranked #191.
Jefferies Group first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $16M in Q4 2014. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.
- Jefferies Group held 94,234 shares of JPMorgan Chase worth $9.85M as of Q3 2022.
- Jefferies Group bought 21,182 JPMorgan Chase shares in Q3 2022, an estimated $2.43M.
- JPMorgan Chase made up 0.08% of Jefferies Group's portfolio in Q3 2022, its #191 holding.
- Jefferies Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
- Jefferies Group's JPMorgan Chase position peaked at $16M in Q4 2014.
- 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.
Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.