JPMORGAN CHASE & CO

Position in JEF — Jefferies Financial Group Inc.

CIK 19617 NEW YORK, NY

Back to JEF Full portfolio

Position in JEF

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$78,650,341

-$42,800,134 QoQ

Shares Held

1,905,751

-2.8% QoQ

Ownership

0.932%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 9.711971815835332.ToString("F0")% Shared 0.ToString("F0")% None 90.28802818416467.ToString("F0")%

Common Shares in JEF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

JPMORGAN CHASE & CO holds $23,374,578,507 across 57 Capital Markets names. JEF ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	43,578,279	$7,171,677,366
2	SCHW	Schwab Charles Corp	73,848,142	$6,940,248,373
3	GS	Goldman Sachs Group Inc	7,215,462	$6,104,208,689
4	HOOD	Robinhood Markets, Inc.	14,268,817	$988,829,011
5	IBKR	Interactive Brokers Group, Inc.	6,723,652	$450,955,332
6	LPLA	LPL Financial Holdings Inc.	790,730	$237,875,300
7	TW	Tradeweb Markets Inc.	2,008,818	$236,357,519
8	FIGR	Figure Technology Solutions, Inc.	5,506,637	$186,950,322

All Filings in JEF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$78,650,341	1,905,751	-2.8%	Shares	Other	2026-05-13
2025-12-31	$121,450,475	1,959,827	-60.7%	Shares	Other	2026-02-11
2025-09-30	$326,184,902	4,986,012	+10.8%	Shares	Other	2025-11-26
2025-06-30	$246,004,040	4,498,154	-12.3%	Shares	Defined	2025-08-12
2025-03-31	$274,627,351	5,126,514	+30.1%	Shares	Other	2025-05-12
2024-12-31	$309,028,649	3,941,692	+57.4%	Shares	Other	2025-02-12
2024-09-30	$154,152,770	2,504,513	+7.2%	Shares	Defined	2024-12-26
2024-06-30	$116,301,207	2,337,243	+16.2%	Shares	Sole	2024-12-26
2024-03-31	$88,682,098	2,010,932	+5.0%	Shares	Sole	2024-12-26
2023-12-31	$77,414,890	1,915,736	-2.0%	Shares	Defined	2024-12-26
2023-09-30	$71,585,126	1,954,276	-4.5%	Shares	Sole	2023-11-14
2023-06-30	$67,892,983	2,046,819	+1.2%	Shares	Sole	2023-08-11
2023-03-31	$64,207,128	2,022,909	+3.1%	Shares	Sole	2023-05-18
2022-12-31	$64,300,265	1,962,019	+3.7%	Shares	Sole	2023-02-13
2022-09-30	$53,377,837	1,892,650	-5.4%	Shares	Defined	2022-11-14
2022-06-30	$52,815,788	2,000,189	+2.1%	Shares	Defined	2022-08-11
2022-03-31	$61,527,196	1,959,128	-1.9%	Shares	Defined	2022-05-11
2021-12-31	$74,085,576	1,997,255	-0.9%	Shares	Defined	2022-02-11
2021-09-30	$71,561,760	2,015,989	-3.0%	Shares	Defined	2021-11-12
2021-06-30	$67,969,423	2,078,830	+2.2%	Shares	Defined	2021-08-12
2021-03-31	$58,560,429	2,035,023	+8.7%	Shares	Defined	2021-05-12
2020-12-31	$44,018,378	1,871,673	-1.2%	Shares	Defined	2021-02-19
2020-09-30	$32,601,173	1,894,492	+3.1%	Shares	Defined	2020-11-12
2020-06-30	$27,317,816	1,837,579	-6.2%	Shares	Defined	2020-08-11
2020-03-31	$25,589,162	1,958,035	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.