JP Morgan Chase
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JP Morgan Chase’s Jefferies Financial Group JEF Stock Holding History

JP Morgan Chase’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-162,700
Closed -$10.6M – 7593
2025
Q3 		$10.6M Buy
+162,700
New +$9.92M ﹤0.01% 2662
2018
Q1 		– Sell
-7,820
Closed -$185K – 5497
2017
Q4 		$185K Hold
7,820
– – ﹤0.01% 4446
2017
Q3 		$176K Buy
+7,820
New +$175K ﹤0.01% 4141

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's JEF Position: Q1 2026 in Review

JP Morgan Chase reduced its Jefferies Financial Group (JEF) stake by 2.8% in Q1 2026, selling an estimated $2.81M and leaving 1,905,751 shares worth $75.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

JP Morgan Chase first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $326M in Q3 2025. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • JP Morgan Chase held 1,905,751 shares of Jefferies Financial Group worth $75.5M as of Q1 2026.
  • JP Morgan Chase sold 54,076 Jefferies Financial Group shares in Q1 2026, an estimated $2.81M.
  • Jefferies Financial Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1129 holding.
  • JP Morgan Chase first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Jefferies Financial Group position peaked at $326M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.