Jefferies Group's JPM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 14,159 shares of JPMorgan Chase & Co. (JPM) worth $4.47 M, representing 0.02% 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 JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 247,287 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +154,167 | New Buy | 154,167 | $134.10 |
| Q1 2023 | -133,862 | Reduce 86.83% | 20,305 | $130.31 |
| Q2 2023 | +17,969 | Add 88.50% | 38,274 | $145.44 |
| Q3 2023 | -14,778 | Reduce 38.61% | 23,496 | $145.02 |
| Q4 2023 | +131,340 | Add 558.99% | 154,836 | $170.10 |
| Q1 2024 | +100,314 | Add 64.79% | 255,150 | $200.30 |
| Q2 2024 | -219,797 | Reduce 86.14% | 35,353 | $202.26 |
| Q3 2024 | +2,235 | Add 6.32% | 37,588 | $210.86 |
| Q4 2024 | +247,287 | Add 657.89% | 284,875 | $239.71 |
| Q1 2025 | -251,171 | Reduce 88.17% | 33,704 | $245.30 |
| Q2 2025 | +1,293 | Add 3.84% | 34,997 | $289.91 |
| Q3 2025 | -20,838 | Reduce 59.54% | 14,159 | $315.43 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to JPMorgan Chase & Co. (JPM) was in Q4 2024, adding 284,875 shares worth $68.29 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 14,159 shares of JPMorgan Chase & Co. (JPM), valued at approximately $4.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.02% 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 JPMorgan Chase & Co. (JPM) was 284,875 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.