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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's JEF Position: Q2 2026 in Review

JP Morgan Chase reduced its Jefferies Financial Group (JEF) stake by 1.2% in Q2 2026, selling an estimated $1.19M and leaving 1,882,582 shares worth $92.2M. The position accounts for 0.01% of the portfolio, ranked #1110.

JP Morgan Chase first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $326M in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • JP Morgan Chase held 1,882,582 shares of Jefferies Financial Group worth $92.2M as of Q2 2026.
  • JP Morgan Chase sold 23,169 Jefferies Financial Group shares in Q2 2026, an estimated $1.19M.
  • Jefferies Financial Group made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1110 holding.
  • JP Morgan Chase first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Jefferies Financial Group position peaked at $326M in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.