Public record / Tickers / JEF

JEF — Jefferies Financial Group Inc.

Both disclosure regimes on one name: who in Congress filed about JEF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming JEF
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-06
filed 2023-06-06
13F holders
377
top-377 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Zoe Lofgren · $1.0K–$15.0K

Sale · traded 2023-05-26 → filed 2023-06-06. Ranked over every JEF row by the provable lower bound, never a point estimate.

No member disclosed JEF in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated JEF rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JEF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JEF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-26 +11d$1K–$15K
2023-01-02Axne, Cindy SaleTraded 2022-12-23 +10d$1K–$15K
2023-01-02Axne, Cindy Sale · SP (spouse-owned)Traded 2022-12-23 +10d$1K–$15K
2023-01-02Axne, Cindy Sale · SP (spouse-owned)Traded 2022-12-23 +10d$1K–$15K
2022-02-08Axne, Cindy Purchase · SP (spouse-owned)Traded 01-13 +26d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in JEF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed JEF in the trailing 12 months.

Congress ↔ notable managers · JEF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JEFFERIES FINANCIAL GROUP IN

Merged timeline of congressional filings and notable-manager moves on JEF
DateWhoChangeSize
2026-05-15Berkshire Hathaway 13Fnew+433,558 sh
2026-05-15Bridgewater Associates 13Fnew+35,848 sh
2026-05-15Gotham Asset Management 13Fnew+21,381 sh
2026-05-14Caxton Associates 13Fnew+42,756 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of JEF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$725M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$323M1
3VANGUARD CAPITAL MANAGEMENT LLC$277M1
4ALLIANCEBERNSTEIN L.P.$235M1
5AQR CAPITAL MANAGEMENT LLC$216M1
6BARROW HANLEY MEWHINNEY & STRAUSS LLC$204M1
7STATE STREET CORP$202M1
8GEODE CAPITAL MANAGEMENT, LLC$126M1
9TWO SIGMA INVESTMENTS, LP$117M1
10MORGAN STANLEY$116M1
11DIMENSIONAL FUND ADVISORS LP$110M1
12D. E. Shaw & Co., Inc.$108M1
13First Pacific Advisors, LP$107M1
14BARCLAYS PLC$71.8M1
15BAMCO INC /NY/$63.2M1
16NORTHERN TRUST CORP$59.9M1
17Bank of New York Mellon Corp$58.0M1
18Freestone Grove Partners LP$54.1M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$50.8M1
20Assenagon Asset Management S.A.$45.2M1
21JACOBS LEVY EQUITY MANAGEMENT, INC$42.3M1
22Nuveen, LLC$42.1M1
23NewEdge Wealth, LLC$42.0M1
24MILLENNIUM MANAGEMENT LLC$42.0M1
25VANGUARD FIDUCIARY TRUST CO$41.9M1
26Qube Research & Technologies Ltd$41.5M1
27Squarepoint Ops LLC$38.3M1
28UBS Group AG$37.5M1
29JANE STREET GROUP, LLC$35.8M1
30SEI INVESTMENTS CO$35.5M1
31FMR LLC$35.5M1
32BANK OF AMERICA CORP /DE/$32.0M1
33PRIVATE MANAGEMENT GROUP INC$31.2M1
34CITADEL ADVISORS LLC$28.5M1
35DEUTSCHE BANK AG\$26.6M1
36Perpetual Ltd$25.9M1
37Man Group plc$25.6M1
38Mraz, Amerine & Associates, Inc.$25.4M1
39BALYASNY ASSET MANAGEMENT L.P.$21.8M1
40Retirement Systems of Alabama$19.6M1
41GoodHaven Capital Management, LLC$18.4M1
42BERKSHIRE HATHAWAY INC$17.9M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.7M1
44Invesco Ltd.$16.5M1
45Migdal Insurance & Financial Holdings Ltd.$16.4M1
46FEDERATED HERMES, INC.$16.0M1
47PRINCIPAL FINANCIAL GROUP INC$15.3M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.0M1
49AMERIPRISE FINANCIAL INC$14.4M1
50SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.0M1
51Cerity Partners LLC$13.6M1
52Swiss National Bank$12.6M1
53Gradient Investments LLC$12.4M1
54Schonfeld Strategic Advisors LLC$11.7M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.0M1
56Prana Capital Management, LP$10.7M1
57Quantinno Capital Management LP$10.7M1
58Ensign Peak Advisors, Inc$10.3M1
59Connor, Clark & Lunn Investment Management Ltd.$10.2M1
60AMERICAN CENTURY COMPANIES INC$9.7M1
61Legal & General Group Plc$9.6M1
62MERCER GLOBAL ADVISORS INC /ADV$9.1M1
63STATE OF WISCONSIN INVESTMENT BOARD$9.1M1
64IEQ CAPITAL, LLC$8.7M1
65Point72 Asset Management, L.P.$8.6M1
66BANK OF NOVA SCOTIA$8.6M1
67Mariner, LLC$8.3M1
68Merrion Investment Management Co, LLC$8.2M1
69Focus Partners Wealth$8.0M1
70FIRST MANHATTAN CO. LLC.$7.8M1
71FIRST TRUST ADVISORS LP$7.3M1
72Sequoia Financial Advisors, LLC$7.1M1
73Engineers Gate Manager LP$7.0M1
74Allianz Asset Management GmbH$6.9M1
75OPPENHEIMER & CO INC$6.7M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.4M1
77Waterfront Wealth Inc.$6.1M1
78Creative Planning$5.9M1
79Lafayette Investments, Inc.$5.7M1
80INTECH INVESTMENT MANAGEMENT LLC$5.5M1
81WELLS FARGO & COMPANY/MN$5.5M1
82FRANKLIN RESOURCES INC$5.3M1
83LPL Financial LLC$5.2M1
84ACR Alpine Capital Research, LLC$5.1M1
85Walleye Capital LLC$5.1M1
86HSBC HOLDINGS PLC$5.0M1
87VANGUARD ASSET MANAGEMENT, Ltd$5.0M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.9M1
89CWM, LLC$4.9M1
90Vanguard Global Advisers, LLC$4.6M1
91IMC-Chicago, LLC$4.4M1
92CREDIT AGRICOLE S A$4.3M1
93PUBLIC SECTOR PENSION INVESTMENT BOARD$4.3M1
94Boston Partners$4.2M1
95Aquatic Capital Management LLC$4.1M1
96RBF Capital, LLC$4.1M1
97American Assets Investment Management, LLC$4.1M1
98RAYMOND JAMES FINANCIAL INC$4.1M1
99Oak Thistle LLC$4.0M1
100CITIGROUP INC$4.0M1
101Y-Intercept (Hong Kong) Ltd$3.8M1
102PRUDENTIAL FINANCIAL INC$3.7M1
103SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.6M1
104COMMERCE BANK$3.6M1
105WORLDQUANT MILLENNIUM ADVISORS LLC$3.4M1
106XTX Topco Ltd$3.4M1
107VICTORY CAPITAL MANAGEMENT INC$3.3M1
108CIBC Bancorp USA Inc.$3.3M1
109ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.0M1
110FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.9M1
111Janus Henderson Group Ltd.$2.8M1
112GROUP ONE TRADING LLC$2.7M1
113Susquehanna Portfolio Strategies, LLC$2.6M1
114Cetera Investment Advisers$2.6M1
115Trexquant Investment LP$2.6M1
116Quadrature Capital Ltd$2.6M1
117TWINBEECH CAPITAL LP$2.5M1
118ADVISORY RESEARCH INC$2.5M1
119ROYAL BANK OF CANADA$2.5M1
120CANADA PENSION PLAN INVESTMENT BOARD$2.5M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
122FIFTH THIRD BANCORP$2.2M1
123FIRST WILSHIRE SECURITIES MANAGEMENT INC$2.2M1
124State of New Jersey Common Pension Fund D$2.2M1
125CAPITOLIS LIQUID GLOBAL MARKETS LLC$2.1M1
126Baader Bank Aktiengesellschaft$2.1M1
127Federation des caisses Desjardins du Quebec$2.1M1
128VOYA INVESTMENT MANAGEMENT LLC$2.0M1
129Amundi$2.0M1
130CONDOR CAPITAL MANAGEMENT$1.9M1
131Ameritas Investment Partners, Inc.$1.9M1
132CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.9M1
133AXQ CAPITAL, LP$1.9M1
134AlphaCore Capital LLC$1.8M1
135CAXTON ASSOCIATES LLP$1.8M1
136Arizona State Retirement System$1.8M1
137PEAK6 LLC$1.8M1
138COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
140HighTower Advisors, LLC$1.6M1
141Safeguard Investment Advisory Group, LLC$1.6M1
142Corient Private Wealth LLC$1.6M1
143NewEdge Advisors, LLC$1.6M1
144Alessandra Capital Management, LLC$1.6M1
145Vanguard Investments Australia, Ltd.$1.6M1
146WITTENBERG INVESTMENT MANAGEMENT, INC.$1.5M1
147NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
148Moors & Cabot, Inc.$1.5M1
149Empowered Funds, LLC$1.5M1
150Bridgewater Associates, LP$1.5M1
151EntryPoint Capital, LLC$1.5M1
152OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
153STIFEL FINANCIAL CORP$1.4M1
154MBM WEALTH CONSULTANTS, LLC$1.3M1
155Brevan Howard Capital Management LP$1.3M1
156Endure Capital Management, LLC$1.2M1
157SummitTX Capital, L.P.$1.2M1
158Vinva Investment Management Ltd$1.2M1
159OSAIC HOLDINGS, INC.$1.1M1
160Focus Partners Advisor Solutions, LLC$1.1M1
161WINTON GROUP Ltd$1.1M1
162Quantbot Technologies LP$1.1M1
163Numerai GP LLC$1.1M1
164Round Hill Asset Management$1.1M1
165Modera Wealth Management, LLC$1.1M1
166US BANCORP \DE\$1.1M1
167Magnetar Financial LLC$1.1M1
168Pathstone Holdings, LLC$1.0M1
169PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0M1
170Pictet Asset Management Holding SA$1.0M1
171Cresset Asset Management, LLC$1.0M1
172NATIXIS$1.0M1
173Diversified Trust Co$1.0M1
174Mattson Financial Services, LLC$1000K1
175XPONANCE LLC$995K1
176Counterpoint Mutual Funds LLC$897K1
177Summit Financial, LLC$888K1
178Gotham Asset Management, LLC$882K1
179COMMONWEALTH EQUITY SERVICES, LLC$847K1
180Elo Mutual Pension Insurance Co$844K1
181NEW YORK LIFE INVESTMENT MANAGEMENT LLC$837K1
182O'SHAUGHNESSY ASSET MANAGEMENT, LLC$832K1
183Vanguard Personalized Indexing Management, LLC$831K1
184BANK OF MONTREAL /CAN/$825K1
185Joel Isaacson & Co., LLC$820K1
186Clearstead Advisors, LLC$802K1
187BEACON INVESTMENT ADVISORY SERVICES, INC.$782K1
188CAPSTONE INVESTMENT ADVISORS, LLC$778K1
189BLAIR WILLIAM & CO/IL$755K1
190Summit Trail Advisors, LLC$750K1
191nVerses Capital, LLC$749K1
192Evelyn Partners Investment Management LLP$726K1
193Merit Financial Group, LLC$703K1
194Vontobel Holding Ltd.$686K1
195Jefferies Financial Group Inc.$633K1
196Chicago Partners Investment Group LLC$633K1
197OSSIAM$630K1
198Harbor Advisors LLC$619K1
199Bull Harbor Capital LLC$615K1
200CATALYST FINANCIAL PARTNERS LLC$595K1
201QUADRANT CAPITAL GROUP LLC$591K1
202Laurion Capital Management LP$585K1
203Voleon Capital Management LP$577K1
204Polymer Capital Management (US) LLC$568K1
205NATIONAL BANK OF CANADA /FI/$541K1
206Allspring Global Investments Holdings, LLC$519K1
207Evercore Wealth Management, LLC$494K1
208Daiwa Securities Group Inc.$493K1
209HB Wealth Management, LLC$486K1
210BOOTHBAY FUND MANAGEMENT, LLC$480K1
211ENVESTNET ASSET MANAGEMENT INC$460K1
212UNITED CAPITAL FINANCIAL ADVISORS, LLC$451K1
213&PARTNERS$448K1
214Waverly Advisors, LLC$442K1
215GATEWAY INVESTMENT ADVISERS LLC$441K1
216Tidal Investments LLC$431K1
217Sylvest Advisors, LLC$427K1
218KWMG, LLC$420K1
219Swiss Life Asset Management Ltd$415K1
220PARSONS CAPITAL MANAGEMENT INC/RI$413K1
221Shay Capital LLC$413K1
222Brown Financial Advisors$401K1
223MML INVESTORS SERVICES, LLC$401K1
224NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$398K1
225Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$390K1
226ALLIANZ SE$379K1
227Vise Technologies, Inc.$377K1
228COLDSTREAM CAPITAL MANAGEMENT INC$371K1
229Meeder Advisory Services, Inc.$369K1
230PINNACLE ASSOCIATES LTD$367K1
231WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$365K1
232Western Wealth Management, LLC$358K1
233Yelin Lapidot Holdings Management Ltd.$357K1
234M&T BANK CORP$354K1
235UMB Bank, n.a.$345K1
236TEACHER RETIREMENT SYSTEM OF TEXAS$343K1
237Maryland State Retirement & Pension System$337K1
238Leonteq Securities AG$336K1
239Utah Retirement Systems$334K1
240Arnhold LLC$330K1
241Carmel Capital Partners, LLC$328K1
242Rothschild Wealth LLC$319K1
243Carnegie Investment Counsel$318K1
244Baker Avenue Asset Management, LP$316K1
245Lido Advisors, LLC$316K1
246Crewe Advisors LLC$311K1
247Hennion & Walsh Asset Management, Inc.$310K1
248Frec Markets, Inc.$310K1
249Copley Financial Group, Inc.$303K1
250MAI Capital Management$301K1
251Calamos Advisors LLC$301K1
252Calamos Wealth Management LLC$301K1
253WADDELL & ASSOCIATES, LLC$298K1
254Stokes Family Office, LLC$296K1
255Cooper Financial Group$286K1
256Farringdon Capital, Ltd.$286K1
257Blackstone Inc.$282K1
258R Squared Ltd$281K1
259SHELTON WEALTH MANAGEMENT, LLC$281K1
260Bridgefront Capital, LLC$278K1
261CIBC Asset Management Inc$274K1
262ProShare Advisors LLC$274K1
263Vident Advisory, LLC$269K1
264BFSG, LLC$269K1
265VestGen Advisors, LLC$264K1
266Maple Capital Management, Inc.$261K1
267Allworth Financial LP$260K1
268Delta Investment Management, LLC$255K1
269Verition Fund Management LLC$255K1
270Machina Capital S.A.S.$252K1
271Kera Capital Partners, Inc.$251K1
272ASPIRIANT, LLC$251K1
273SEARLE & CO.$248K1
274S.E.E.D. Planning Group LLC$248K1
275PFG Investments, LLC$246K1
276FIRST NATIONAL BANK OF OMAHA$246K1
277Caerus Investment Advisors, LLC$244K1
278Steward Partners Investment Advisory, LLC$242K1
279TRUIST FINANCIAL CORP$240K1
280WHITENER CAPITAL MANAGEMENT, INC.$240K1
281Tower Research Capital LLC (TRC)$225K1
282SHELTON CAPITAL MANAGEMENT$225K1
283M.E. ALLISON & CO., INC.$223K1
284MKT Advisors LLC$222K1
285Kingsview Wealth Management, LLC$217K1
286Bison Wealth, LLC$217K1
287EVOKE WEALTH, LLC$215K1
288PANAGORA ASSET MANAGEMENT INC$213K1
289BANQUE PICTET & CIE SA$203K1
290Compound Planning, Inc.$202K1
291Essex Financial Services, Inc.$200K1
292Rockefeller Capital Management L.P.$196K1
293Sterling Capital Management LLC$171K1
294OP Asset Management Ltd$149K1
295Quarry LP$144K1
296INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$141K1
297Arax Advisory Partners$140K1
298Destiny Wealth Partners, LLC$131K1
299SIMPLEX TRADING, LLC$130K1
300Blue Trust, Inc.$128K1
301NFSG Corp$120K1
302BNP Paribas Asset Management Holding S.A.$119K1
303STOREBRAND ASSET MANAGEMENT AS$116K1
304NOMURA ASSET MANAGEMENT CO LTD$106K1
305Centiva Capital, LP$101K1
306Larson Financial Group LLC$73.8K1
307Tripletail Wealth Management, LLC$63.3K1
308HM PAYSON & CO$61.9K1
309True Wealth Design, LLC$55.1K1
310ALBION FINANCIAL GROUP /UT$52.0K1
311Purpose Unlimited Inc.$35.1K1
312Smartleaf Asset Management LLC$33.7K1
313Deseret Mutual Benefit Administrators$28.2K1
314EASTERN BANK$28.0K1
315Bayforest Capital Ltd$22.9K1
316CHILTON CAPITAL MANAGEMENT LLC$22.7K1
317HRT FINANCIAL LP$21.7K1
318SJS Investment Consulting Inc.$19.6K1
319Parkside Financial Bank & Trust$19.4K1
320Moisand Fitzgerald Tamayo, LLC$17.9K1
321Mitsubishi UFJ Asset Management Co., Ltd.$16.3K1
322ASSETMARK, INC$15.6K1
323Eurizon Capital SGR S.p.A.$14.5K1
324GHP Investment Advisors, Inc.$13.5K1
325JFS WEALTH ADVISORS, LLC$10.5K1
326Owl Creek Wealth Partners LLC$10.4K1
327ALGERT GLOBAL LLC$10.3K1
328ACADIAN ASSET MANAGEMENT LLC$9.7K1
329New England Capital Financial Advisors LLC$8.5K1
330NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.5K1
331JPL Wealth Management, LLC$6.7K1
332CENTRAL TRUST Co$6.6K1
333COUNTRY TRUST BANK$5.4K1
334Activest Wealth Management$5.2K1
335CANADA LIFE ASSURANCE Co$3.9K1
336KBC Group NV$3.9K1
337GSA CAPITAL PARTNERS LLP$3.7K1
338CVA Family Office, LLC$3.5K1
339Manchester Capital Management LLC$3.3K1
340Pinnacle Wealth Planning Services, Inc.$3.2K1
341Marquette Asset Management, LLC$2.8K1
342Treasurer of the State of North Carolina$2.7K1
343Caitlin John, LLC$2.6K1
344Rakuten Securities, Inc.$2.4K1
345WealthCollab, LLC$2.4K1
346WEBSTER BANK, N. A.$2.3K1
347MATHER GROUP, LLC.$2.3K1
348ARMSTRONG ADVISORY GROUP, INC$2.1K1
349DiNuzzo Private Wealth, Inc.$1.6K1
350Signature Equity Partners, LLC$1.5K1
351Sachetta, LLC$1.5K1
352SouthState Bank Corp$1.1K1
353PARK AVENUE SECURITIES LLC$9221
354SHP Wealth Management$9081
355MCGUIRE CAPITAL ADVISORS INC$8251
356Prestige Wealth Management Group LLC$7431
357Bell Investment Advisors, Inc$7431
358State of Alaska, Department of Revenue$6801
359Cromwell Holdings LLC$6191
360Vermillion Wealth Management, Inc.$5781
361Rachor Investment Advisory Services, LLC$5541
362FINANCIAL CONSULATE, INC$5371
363DecisionPoint Financial, LLC$4961
364Rialto Wealth Management, LLC$4131
365Kilter Group LLC$4131
366Transamerica Financial Advisors, LLC$3711
367DekaBank Deutsche Girozentrale$3261
368Wealth Enhancement Trust Services, Inc.$2481
369WOLFF WIESE MAGANA LLC$2071
370Beaird Harris Wealth Management, LLC$2071
371HFM Investment Advisors, LLC$2061
372ALERUS FINANCIAL NA$1241
373American Capital Advisory, LLC$1241
374Quaker Wealth Management, LLC$831
375MV CAPITAL MANAGEMENT, INC.$421
376Smithfield Trust Co$181
377Capital Advisors, Ltd. LLC$01
Truncated by Public Filings. The published aggregate ranks the top 377 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on JEF

RETAINED WINDOW · ACTIVE HITS

Zero hits on JEF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for JEF · financials and macro

Financials — as filed PLANNED

JEF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: JEF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing