JP Morgan Chase’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.5M | Sell |
1,905,751
-54,076
| -3% | -$2.81M | 0.01% | 1129 |
|
|
2025
Q4 | $121M | Sell |
1,959,827
-3,026,185
| -61% | -$173M | 0.01% | 857 |
|
|
2025
Q3 | $326M | Buy |
4,986,012
+487,858
| +11% | +$29.8M | 0.02% | 538 |
|
|
2025
Q2 | $246M | Sell |
4,498,154
-628,360
| -12% | -$31.1M | 0.02% | 618 |
|
|
2025
Q1 | $275M | Buy |
5,126,514
+1,184,822
| +30% | +$80.4M | 0.02% | 573 |
|
|
2024
Q4 | $309M | Buy |
3,941,692
+1,437,179
| +57% | +$103M | 0.02% | 515 |
|
|
2024
Q3 | $154M | Buy |
2,504,513
+167,270
| +7% | +$9.49M | 0.01% | 780 |
|
|
2024
Q2 | $116M | Buy |
2,337,243
+326,311
| +16% | +$14.6M | 0.01% | 845 |
|
|
2024
Q1 | $88.7M | Buy |
2,010,932
+95,196
| +5% | +$3.96M | 0.01% | 995 |
|
|
2023
Q4 | $77.4M | Sell |
1,915,736
-38,540
| -2% | -$1.36M | 0.01% | 1006 |
|
|
2023
Q3 | $71.6M | Sell |
1,954,276
-92,543
| -5% | -$3.32M | 0.01% | 952 |
|
|
2023
Q2 | $67.9M | Buy |
2,046,819
+23,910
| +1% | +$746K | 0.01% | 996 |
|
|
2023
Q1 | $64.2M | Sell |
2,022,909
-29,363
| -1% | -$1.06M | 0.01% | 978 |
|
|
2022
Q4 | $67.3M | Buy |
2,052,272
+72,560
| +4% | +$2.41M | 0.01% | 951 |
|
|
2022
Q3 | $55.8M | Sell |
1,979,712
-112,486
| -5% | -$3.4M | 0.01% | 996 |
|
|
2022
Q2 | $55.2M | Buy |
2,092,198
+42,950
| +2% | +$1.27M | 0.01% | 992 |
|
|
2022
Q1 | $64.4M | Sell |
2,049,248
-39,881
| -2% | -$1.35M | 0.01% | 1042 |
|
|
2021
Q4 | $77.5M | Sell |
2,089,129
-19,595
| -0.9% | -$755K | 0.01% | 998 |
|
|
2021
Q3 | $74.9M | Sell |
2,108,724
-65,732
| -3% | -$2.2M | 0.01% | 998 |
|
|
2021
Q2 | $71.1M | Buy |
2,174,456
+45,822
| +2% | +$1.4M | 0.01% | 1058 |
|
|
2021
Q1 | $61.3M | Buy |
2,128,634
+170,864
| +9% | +$4.66M | 0.01% | 1076 |
|
|
2020
Q4 | $46M | Sell |
1,957,770
-23,869
| -1% | -$501K | 0.01% | 1119 |
|
|
2020
Q3 | $33.9M | Buy |
1,981,639
+59,531
| +3% | +$974K | 0.01% | 1178 |
|
|
2020
Q2 | $28.6M | Sell |
1,922,108
-125,997
| -6% | -$1.69M | 0.01% | 1150 |
|
|
2020
Q1 | $26.8M | Buy |
2,048,105
+186,672
| +10% | +$3.56M | 0.01% | 1082 |
|
|
2019
Q4 | $38M | Sell |
1,861,433
-295,624
| -14% | -$5.59M | 0.01% | 1118 |
|
|
2019
Q3 | $37.9M | Sell |
2,157,057
-154,537
| -7% | -$2.75M | 0.01% | 1099 |
|
|
2019
Q2 | $39M | Sell |
2,311,594
-240,165
| -9% | -$4.12M | 0.01% | 1101 |
|
|
2019
Q1 | $42.9M | Buy |
2,551,759
+447,946
| +21% | +$7.91M | 0.01% | 1031 |
|
|
2018
Q4 | $32.7M | Sell |
2,103,813
-254,942
| -11% | -$4.67M | 0.01% | 1130 |
|
|
2018
Q3 | $46.4M | Buy |
2,358,755
+648,831
| +38% | +$13.5M | 0.01% | 1055 |
|
|
2018
Q2 | $34.8M | Sell |
1,709,924
-246,118
| -13% | -$5.16M | 0.01% | 1190 |
|
|
2018
Q1 | $39.8M | Buy |
1,956,042
+42,546
| +2% | +$964K | 0.01% | 1063 |
|
|
2017
Q4 | $45.4M | Buy |
1,913,496
+86,664
| +5% | +$2M | 0.01% | 1034 |
|
|
2017
Q3 | $41.1M | Buy |
1,826,832
+3,048
| +0.2% | +$68.3K | 0.01% | 1049 |
|
|
2017
Q2 | $42.7M | Buy |
1,823,784
+308,746
| +20% | +$7.03M | 0.01% | 998 |
|
|
2017
Q1 | $35.3M | Buy |
1,515,038
+6,563
| +0.4% | +$147K | 0.01% | 1117 |
|
|
2016
Q4 | $31.4M | Sell |
1,508,475
-131,391
| -8% | -$2.45M | 0.01% | 1179 |
|
|
2016
Q3 | $27.9M | Buy |
1,639,866
+526,432
| +47% | +$8.72M | 0.01% | 1159 |
|
|
2016
Q2 | $17.3M | Buy |
1,113,434
+19,034
| +2% | +$291K | ﹤0.01% | 1494 |
|
|
2016
Q1 | $15.8M | Sell |
1,094,400
-301,612
| -22% | -$4.24M | ﹤0.01% | 1487 |
|
|
2015
Q4 | $21.7M | Buy |
1,396,012
+1,097,792
| +368% | +$18.4M | 0.01% | 1268 |
|
|
2015
Q3 | $5.41M | Sell |
298,220
-182,715
| -38% | -$3.67M | ﹤0.01% | 2174 |
|
|
2015
Q2 | $10.5M | Sell |
480,935
-8,214
| -2% | -$175K | ﹤0.01% | 1897 |
|
|
2015
Q1 | $9.76M | Sell |
489,149
-52,801
| -10% | -$1.09M | ﹤0.01% | 1917 |
|
|
2014
Q4 | $10.9M | Buy |
541,950
+17,200
| +3% | +$355K | ﹤0.01% | 1891 |
|
|
2014
Q3 | $11.2M | Sell |
524,750
-1,141,122
| -68% | -$25.7M | ﹤0.01% | 1832 |
|
|
2014
Q2 | $39.1M | Buy |
1,665,872
+200,844
| +14% | +$4.66M | 0.01% | 974 |
|
|
2014
Q1 | $36.7M | Buy |
1,465,028
+92,649
| +7% | +$2.29M | 0.01% | 979 |
|
|
2013
Q4 | $34.8M | Buy |
1,372,379
+139,617
| +11% | +$3.53M | 0.01% | 992 |
|
|
2013
Q3 | $30.1M | Sell |
1,232,762
-107,583
| -8% | -$2.58M | 0.01% | 1079 |
|
|
2013
Q2 | $31.5M | Buy |
+1,340,345
| New | +$35.2M | 0.01% | 988 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
