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JPL Wealth Management’s Jefferies Financial Group JEF Stock Holding History

JPL Wealth Management’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
2026
Q2 		$8.8K Buy
176
+13
+8% +$670 ﹤0.01% 624
2026
Q1 		$6.73K Buy
+163
New +$8.46K ﹤0.01% 619
2025
Q4 		– Sell
-112
Closed -$7.33K – 632
2025
Q3 		$7.33K Buy
+112
New +$6.83K ﹤0.01% 589

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 $3.37T AUM 44.26% 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

JPL Wealth Management's JEF Position: Q2 2026 in Review

JPL Wealth Management increased its Jefferies Financial Group (JEF) stake by 8% in Q2 2026, buying an estimated $670 and bringing the position to 176 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

JPL Wealth Management first reported a position in JEF in Q3 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • JPL Wealth Management held 176 shares of Jefferies Financial Group worth $8.8K as of Q2 2026.
  • JPL Wealth Management bought 13 Jefferies Financial Group shares in Q2 2026, an estimated $670.
  • Jefferies Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #624 holding.
  • JPL Wealth Management first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.