Jefferies Group's JPM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 370,202 shares of JPMorgan Chase & Co. (JPM) worth $119.29 M, representing 0.61% 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 JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 356,043 shares. Largest reduction occurred in Q1 2025, reducing 251,171 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +356,043 | Add 2514.61% | 370,202 | $322.22 |
| Q3 2025 | -20,838 | Reduce 59.54% | 14,159 | $315.43 |
| Q2 2025 | +1,293 | Add 3.84% | 34,997 | $289.91 |
| Q1 2025 | -251,171 | Reduce 88.17% | 33,704 | $245.30 |
| Q4 2024 | +247,287 | Add 657.89% | 284,875 | $239.71 |
| Q3 2024 | +2,235 | Add 6.32% | 37,588 | $210.86 |
| Q2 2024 | -219,797 | Reduce 86.14% | 35,353 | $202.26 |
| Q1 2024 | +100,314 | Add 64.79% | 255,150 | $200.30 |
| Q4 2023 | +131,340 | Add 558.99% | 154,836 | $170.10 |
| Q3 2023 | -14,778 | Reduce 38.61% | 23,496 | $145.02 |
| Q2 2023 | +17,969 | Add 88.50% | 38,274 | $145.44 |
| Q1 2023 | -133,862 | Reduce 86.83% | 20,305 | $130.31 |
| Q4 2022 | +154,167 | New Buy | 154,167 | $134.10 |
Jefferies Group's JPMorgan Chase & Co Investment FAQs
Jefferies Group first purchased JPMorgan Chase & Co. (JPM) in Q4 2022, acquiring 154,167 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 JPMorgan Chase & Co. (JPM) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to JPMorgan Chase & Co. (JPM) was in Q4 2025, adding 370,202 shares worth $119.29 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 370,202 shares of JPMorgan Chase & Co. (JPM), valued at approximately $119.29 M.
As of the Q4 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.61% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in JPMorgan Chase & Co. (JPM) was 370,202 shares, as reported at the end of Q4 2025.