Jupiter Asset Management’s Jefferies Financial Group JEF Stock Holding History

Jupiter Asset 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	–	Sell	-18,682	Closed	-$1.16M	–	526
2025 Q4	$1.16M	Buy	+18,682	New	+$1.07M	0.01%	347
2022 Q3	–	Sell	-32,244	Closed	-$852K	–	581
2022 Q2	$852K	Buy	+32,244	New	+$953K	0.01%	447
2021 Q1	–	Sell	-935,750	Closed	-$22M	–	609
2020 Q4	$22M	Buy	935,750 +117,831	+14%	+$2.47M	0.22%	131
2020 Q3	$14.1M	Buy	+817,919	New	+$13.4M	0.15%	163

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's JEF Position: Q1 2026 in Review

Jupiter Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2026, closing a stake of 18,682 shares — an estimated $1.16M sold.

Jupiter Asset Management first reported a position in JEF in Q3 2020 and held it in 4 quarters. The position peaked at $22M in Q4 2020. 560 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

Jupiter Asset Management reported no remaining Jefferies Financial Group position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 18,682 Jefferies Financial Group shares in Q1 2026, an estimated $1.16M.
Jupiter Asset Management first reported a position in Jefferies Financial Group in Q3 2020 and held it in 4 quarters.
Jupiter Asset Management's Jefferies Financial Group position peaked at $22M in Q4 2020.
560 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.