Jefferies Group's AXP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 35.3K shares of American Express Company (AXP) worth $11.74 M, representing 0.06% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AXP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 25.1K shares. Largest reduction occurred in Q2 2023, reducing 14.8K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +6,363 | New Buy | 6,363 | $147.75 |
| Q1 2023 | +15,359 | Add 241.38% | 21,722 | $164.95 |
| Q2 2023 | -14,834 | Reduce 68.29% | 6,888 | $174.20 |
| Q3 2023 | -3,915 | Reduce 56.84% | 2,973 | $149.19 |
| Q4 2023 | +7,210 | Add 242.52% | 10,183 | $187.34 |
| Q1 2024 | +1,717 | Add 16.86% | 11,900 | $227.69 |
| Q2 2024 | -8,000 | Reduce 67.23% | 3,900 | $231.55 |
| Q3 2024 | -3,900 | Sold Out | 3,900 | $0.00 |
| Q4 2024 | +1,762 | New Buy | 1,762 | $296.79 |
| Q1 2025 | +6,301 | Add 357.60% | 8,063 | $269.05 |
| Q2 2025 | +2,202 | Add 27.31% | 10,265 | $318.98 |
| Q3 2025 | +25,065 | Add 244.18% | 35,330 | $332.16 |
Jefferies Group's American Express Company Investment FAQs
Jefferies Group first purchased American Express Company (AXP) in Q4 2022, acquiring 6,363 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held American Express Company (AXP) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to American Express Company (AXP) was in Q3 2025, adding 35,330 shares worth $11.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 35,330 shares of American Express Company (AXP), valued at approximately $11.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, American Express Company (AXP) represents approximately 0.06% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in American Express Company (AXP) was 35,330 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.