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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's JEF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q1 2026: 163 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in JEF as recently as Q3 2025.

JPL Wealth Management first reported a position in JEF in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.33K in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • JPL Wealth Management held 163 shares of Jefferies Financial Group worth $6.73K as of Q1 2026.
  • Jefferies Financial Group was a new JPL Wealth Management position in Q1 2026.
  • Jefferies Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #619 holding.
  • JPL Wealth Management first reported a position in Jefferies Financial Group in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Jefferies Financial Group position peaked at $7.33K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.