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Jefferies Financial Group Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jefferies Financial Group Inc. on JPM, newest first. How the timeline and the estimate are built.

Jefferies Financial Group Inc. held 187,957 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,957 shares
    Change vs previous 13F +90,393 shares

    0.57% of the 13F portfolio, value $61,524,085.

    13F-HR 0001085146-26-000619 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 97,564 shares
    Change vs previous 13F -272,638 shares

    0.35% of the 13F portfolio, value $28,699,397.

    13F-HR 0000096223-26-000018 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 370,202 shares
    Change vs previous 13F +356,043 shares

    0.98% of the 13F portfolio, value $119,286,633.

    13F-HR 0000096223-26-000010 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,159 shares
    Change vs previous 13F -20,838 shares

    0.04% of the 13F portfolio, value $4,466,113.

    13F-HR 0000096223-25-000015 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,997 shares
    Change vs previous 13F +1,293 shares

    0.17% of the 13F portfolio, value $10,145,946.

    13F-HR 0001085146-25-004924 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,704 shares
    Change vs previous 13F -251,171 shares

    0.14% of the 13F portfolio, value $8,267,539.

    13F-HR 0001085146-25-002834 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 284,875 shares
    Change vs previous 13F +247,287 shares

    0.76% of the 13F portfolio, value $68,287,366.

    13F-HR/A 0001085146-25-001774 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,588 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,925,876.

    13F-HR 0001085146-24-005726 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).