Jefferies Group's AXP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 12,922 shares of American Express Company (AXP) worth $4.78 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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 25,065 shares. Largest reduction occurred in Q4 2025, reducing 22,408 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -22,408 | Reduce 63.42% | 12,922 | $369.95 |
| Q3 2025 | +25,065 | Add 244.18% | 35,330 | $332.16 |
| Q2 2025 | +2,202 | Add 27.31% | 10,265 | $318.98 |
| Q1 2025 | +6,301 | Add 357.60% | 8,063 | $269.05 |
| Q4 2024 | +1,762 | New Buy | 1,762 | $296.79 |
| Q3 2024 | -3,900 | Sold Out | 0 | $0.00 |
| Q2 2024 | -8,000 | Reduce 67.23% | 3,900 | $231.55 |
| Q1 2024 | +1,717 | Add 16.86% | 11,900 | $227.69 |
| Q4 2023 | +7,210 | Add 242.52% | 10,183 | $187.34 |
| Q3 2023 | -3,915 | Reduce 56.84% | 2,973 | $149.19 |
| Q2 2023 | -14,834 | Reduce 68.29% | 6,888 | $174.20 |
| Q1 2023 | +15,359 | Add 241.38% | 21,722 | $164.95 |
| Q4 2022 | +6,363 | New Buy | 6,363 | $147.75 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to American Express Company (AXP) was in Q3 2025, adding 35,330 shares worth $11.74 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 12,922 shares of American Express Company (AXP), valued at approximately $4.78 M.
As of the Q4 2025 filing, American Express Company (AXP) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in American Express Company (AXP) was 35,330 shares, as reported at the end of Q3 2025.