JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $904K | Buy |
24,672
+15,970
| +184% | +$572K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $289K | Sell |
8,702
-14,489
| -62% | -$452K | ﹤0.01% | 1254 |
|
|
2023
Q1 | $736K | Sell |
23,191
-9,832
| -30% | -$355K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $1.08M | Buy |
33,023
+5,800
| +21% | +$193K | ﹤0.01% | 1106 |
|
|
2022
Q3 | $768K | Buy |
27,223
+25
| +0.1% | +$757 | ﹤0.01% | 1263 |
|
|
2022
Q2 | $718K | Sell |
27,198
-2,112
| -7% | -$62.4K | ﹤0.01% | 1300 |
|
|
2022
Q1 | $920K | Buy |
29,310
+1,209
| +4% | +$41K | ﹤0.01% | 1259 |
|
|
2021
Q4 | $1.04M | Buy |
28,101
+3,040
| +12% | +$117K | ﹤0.01% | 1219 |
|
|
2021
Q3 | $890K | Sell |
25,061
-103
| -0.4% | -$3.45K | ﹤0.01% | 1271 |
|
|
2021
Q2 | $823K | Buy |
25,164
+1,722
| +7% | +$52.5K | ﹤0.01% | 1285 |
|
|
2021
Q1 | $675K | Sell |
23,442
-2,309
| -9% | -$63K | ﹤0.01% | 1210 |
|
|
2020
Q4 | $606K | Sell |
25,751
-1,726
| -6% | -$36.2K | ﹤0.01% | 1217 |
|
|
2020
Q3 | $473K | Sell |
27,477
-5,484
| -17% | -$89.7K | ﹤0.01% | 1179 |
|
|
2020
Q2 | $490K | Buy |
32,961
+2,572
| +8% | +$34.5K | ﹤0.01% | 1105 |
|
|
2020
Q1 | $397K | Sell |
30,389
-18,224
| -37% | -$348K | ﹤0.01% | 1021 |
|
|
2019
Q4 | $993K | Sell |
48,613
-6,935
| -12% | -$131K | ﹤0.01% | 795 |
|
|
2019
Q3 | $977K | Buy |
55,548
+5,824
| +12% | +$104K | 0.01% | 763 |
|
|
2019
Q2 | $856K | Sell |
49,724
-3,522
| -7% | -$60.4K | ﹤0.01% | 799 |
|
|
2019
Q1 | $896K | Sell |
53,246
-6,813
| -11% | -$120K | ﹤0.01% | 832 |
|
|
2018
Q4 | $933K | Sell |
60,059
-3,445
| -5% | -$63.1K | 0.01% | 766 |
|
|
2018
Q3 | $1.25M | Sell |
63,504
-7,250
| -10% | -$151K | 0.01% | 761 |
|
|
2018
Q2 | $1.44M | Sell |
70,754
-14,906
| -17% | -$312K | 0.01% | 670 |
|
|
2018
Q1 | $1.74M | Buy |
85,660
+12,863
| +18% | +$292K | 0.01% | 511 |
|
|
2017
Q4 | $1.73M | Buy |
72,797
+4,524
| +7% | +$104K | 0.01% | 520 |
|
|
2017
Q3 | $1.54M | Buy |
68,273
+1,129
| +2% | +$25.3K | 0.01% | 524 |
|
|
2017
Q2 | $1.57M | Sell |
67,144
-75,133
| -53% | -$1.71M | 0.01% | 513 |
|
|
2017
Q1 | $3.31M | Sell |
142,277
-10,113
| -7% | -$226K | 0.03% | 374 |
|
|
2016
Q4 | $3.17M | Sell |
152,390
-15,309
| -9% | -$286K | 0.03% | 357 |
|
|
2016
Q3 | $2.86M | Sell |
167,699
-18,505
| -10% | -$307K | 0.03% | 363 |
|
|
2016
Q2 | $2.89M | Buy |
186,204
+5,888
| +3% | +$89.9K | 0.03% | 364 |
|
|
2016
Q1 | $2.61M | Buy |
180,316
+1,998
| +1% | +$28.1K | 0.03% | 343 |
|
|
2015
Q4 | $2.77M | Buy |
178,318
+48,778
| +38% | +$816K | 0.03% | 315 |
|
|
2015
Q3 | $2.35M | Sell |
129,540
-57,264
| -31% | -$1.15M | 0.03% | 310 |
|
|
2015
Q2 | $4.06M | Buy |
186,804
+16,076
| +9% | +$343K | 0.05% | 266 |
|
|
2015
Q1 | $3.41M | Buy |
170,728
+28,735
| +20% | +$594K | 0.04% | 292 |
|
|
2014
Q4 | $2.85M | Buy |
141,993
+2,303
| +2% | +$47.5K | 0.03% | 320 |
|
|
2014
Q3 | $2.98M | Buy |
139,690
+53,730
| +63% | +$1.21M | 0.04% | 311 |
|
|
2014
Q2 | $2.02M | Buy |
85,960
+9,163
| +12% | +$213K | 0.03% | 292 |
|
|
2014
Q1 | $1.93M | Buy |
76,797
+57,391
| +296% | +$1.42M | 0.04% | 289 |
|
|
2013
Q4 | $492K | Buy |
19,406
+2,622
| +16% | +$66.3K | 0.01% | 454 |
|
|
2013
Q3 | $409K | Sell |
16,784
-3,838
| -19% | -$91.9K | 0.01% | 463 |
|
|
2013
Q2 | $484K | Buy |
+20,622
| New | +$542K | 0.01% | 414 |
|
Other funds holding JEF
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JP Morgan Private Wealth Advisors's JEF Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Jefferies Financial Group (JEF) stake by 184% in Q3 2023, buying an estimated $572K and bringing the position to 24,672 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.
JP Morgan Private Wealth Advisors first reported a position in JEF in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.06M in Q2 2015. 437 funds tracked by Wall St. Rank hold JEF as of Q3 2023.
- JP Morgan Private Wealth Advisors held 24,672 shares of Jefferies Financial Group worth $904K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 15,970 Jefferies Financial Group shares in Q3 2023, an estimated $572K.
- Jefferies Financial Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1012 holding.
- JP Morgan Private Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Jefferies Financial Group position peaked at $4.06M in Q2 2015.
- 437 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.