Jefferies Financial Group Inc. JPM — JPMORGAN CHASE & CO.

Ownership history in Jefferies Financial Group Inc.  ·  98 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported JPMORGAN CHASE & CO. (JPM) in 98 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.35% in 2024 Q1. The latest visible filing shows JPM at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in JPMORGAN CHASE & CO., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JPM was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 27 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 187,957 +148,057 +371.1% 0.40% $61.5M 2026-08-17 $360.96
2026 Q2 REDUCED — — — 39,900 -57,664 -59.1% 0.09% $13.1M 2026-08-17 $360.96
2026 Q1 ADDED — — — 97,564 +62,564 +178.8% 0.20% $28.7M 2026-05-08 $300.75
2026 Q1 REDUCED 90.5% +12.6% ❌ 35,000 -335,202 -90.5% 0.07% $10.3M 2026-05-08 $300.75
2025 Q4 ADDED — — — 370,202 +281,102 +315.5% 0.61% $119.3M 2026-02-09 $319.02
2025 Q4 ADDED — — — 89,100 +36,900 +70.7% 0.15% $28.7M 2026-02-09 $319.02
2025 Q4 ADDED — — — 52,200 +38,041 +268.7% 0.09% $16.8M 2026-02-09 $319.02
2025 Q3 REDUCED 91.0% +3.1% ❌ 14,159 -142,941 -91.0% 0.02% $4.5M 2025-11-13 $305.15
2025 Q3 ADDED — — — 157,100 +42,600 +37.2% 0.23% $49.6M 2025-11-13 $305.15
2025 Q3 ADDED — — — 114,500 +79,503 +227.2% 0.17% $36.1M 2025-11-13 $305.15
2025 Q2 REDUCED 44.2% +9.4% ❌ 34,997 -27,703 -44.2% 0.09% $10.1M 2025-08-14 (Est.) $288.64
2025 Q2 ADDED — — — 62,700 +42,600 +211.9% 0.15% $18.2M 2025-08-14 (Est.) $288.64
2025 Q2 REDUCED 40.4% +9.4% ❌ 20,100 -13,604 -40.4% 0.05% $5.8M 2025-08-14 (Est.) $288.64
2025 Q1 REDUCED 55.6% +18.9% ❌ 33,704 -42,196 -55.6% 0.07% $8.3M 2025-05-08 $247.52
2025 Q1 ADDED — — — 75,900 +35,100 +86.0% 0.16% $18.6M 2025-05-08 $247.52
2025 Q1 REDUCED 85.7% +18.9% ❌ 40,800 -244,075 -85.7% 0.09% $10.0M 2025-05-08 $247.52
2024 Q4 ADDED — — — 284,875 +107,575 +60.7% 0.41% $68.3M 2025-02-14 $268.44
2024 Q4 REDUCED 66.4% +2.9% ❌ 177,300 -350,000 -66.4% 0.25% $42.5M 2025-02-14 $268.44
2024 Q4 ADDED — — — 527,300 +489,712 +1302.8% 0.76% $126.4M 2025-02-14 $268.44
2024 Q3 REDUCED 71.2% +14.2% ❌ 37,588 -93,012 -71.2% 0.06% $7.9M 2024-11-14 $233.54
2024 Q3 REDUCED 54.6% +14.2% ❌ 130,600 -157,200 -54.6% 0.20% $27.5M 2024-11-14 $233.54
2024 Q3 ADDED — — — 287,800 +252,447 +714.1% 0.43% $60.7M 2024-11-14 $233.54
2024 Q2 REDUCED 64.6% +4.8% ❌ 35,353 -64,647 -64.6% 0.08% $7.2M 2024-08-13 $199.56
2024 Q2 REDUCED 60.8% +4.8% ❌ 100,000 -155,150 -60.8% 0.21% $20.2M 2024-08-13 $199.56
2024 Q1 REDUCED — — — 255,150 -850 -0.3% 0.47% $51.1M 2024-05-13 $189.67
2024 Q1 REDUCED 79.9% +3.2% ❌ 256,000 -1,015,200 -79.9% 0.47% $51.3M 2024-05-13 $189.67
2024 Q1 ADDED — — — 1,271,200 +1,116,364 +721.0% 2.35% $254.6M 2024-05-13 $189.67
71 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q2 — sorted by position size

S&G Foundation 39.94% Guidance Point Advisors, LLC 3Y 7Y 27.72% Courant Investment Management LLC 3Y 7Y 22.46% FreeGulliver LLC 18.36% Global Frontier Investments LLC 3Y 17.69% BAYPOINTE PARTNERS LLC 15.69% Unisphere Establishment 13.38% Paralel Advisors LLC 3Y 13.0% MKP Capital Management, L.L.C. 3Y 7Y 12.6% LDIC Inc. 10.6%

FAQ About Jefferies Financial Group Inc. and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning JPM?

Jefferies Financial Group Inc. reported JPM across 27 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JPM position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for JPM was 2.35% in 2024 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q2, when Jefferies Financial Group Inc. reported 187,957 shares, equal to 0.40% of portfolio, with an estimated market value of $61.5M.

What does the chart on this JPM ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Jefferies Financial Group Inc. correctly timed 44 out of 97 reported position changes (45%). The annualised alpha on JPM relative to SPY over the holding period was +64.6%.

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