Jefferies Financial Group Inc. AMGN — AMGEN INC

Ownership history in Jefferies Financial Group Inc.  ·  76 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported AMGEN INC (AMGN) in 76 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.93% in 2024 Q3. The latest visible filing shows AMGN at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in AMGEN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMGN was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMGN stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held AMGN — position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 23 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 239,779 +131,449 +121.3% 0.57% $86.8M 2026-08-17 $416.94
2026 Q1 ADDED — — — 108,330 +3,893 +3.7% 0.26% $38.1M 2026-05-08 $327.30
2025 Q4 ADDED — — — 104,437 +99,437 +1988.7% 0.17% $34.2M 2026-02-09 $368.28
2025 Q4 REDUCED 97.0% +8.2% ❌ 5,000 -159,967 -97.0% 0.01% $1.6M 2026-02-09 $368.28
2025 Q3 ADDED — — — 164,967 +159,967 +3199.3% 0.22% $46.6M 2025-11-13 $326.93
2025 Q3 REDUCED 96.2% +17.6% ❌ 5,000 -127,135 -96.2% 0.01% $1.4M 2025-11-13 $326.93
2025 Q2 ADDED — — — 132,135 +129,635 +5185.4% 0.31% $36.9M 2025-08-14 (Est.) $280.18
2025 Q2 REDUCED 50.0% -1.1% ✅ 2,500 -2,500 -50.0% 0.01% $698K 2025-08-14 (Est.) $280.18
2025 Q2 REDUCED 94.8% -1.1% ✅ 5,000 -91,060 -94.8% 0.01% $1.4M 2025-08-14 (Est.) $280.18
2025 Q1 ADDED — — — 96,060 +89,060 +1272.3% 0.26% $29.9M 2025-05-08 $260.28
2025 Q1 REDUCED 94.9% -9.6% ✅ 7,000 -131,481 -94.9% 0.02% $2.2M 2025-05-08 $260.28
2024 Q4 ADDED — — — 138,481 +119,481 +628.8% 0.22% $36.1M 2025-02-14 $278.56
2024 Q4 REDUCED 65.6% +20.5% ❌ 19,000 -36,300 -65.6% 0.03% $5.0M 2025-02-14 $278.56
2024 Q4 REDUCED 86.3% +20.5% ❌ 55,300 -349,323 -86.3% 0.09% $14.4M 2025-02-14 $278.56
2024 Q3 ADDED — — — 404,623 +3,823 +1.0% 0.93% $130.4M 2024-11-14 $278.63
2024 Q3 ADDED — — — 400,800 +339,300 +551.7% 0.92% $129.1M 2024-11-14 $278.63
2024 Q3 REDUCED 23.5% -18.9% ✅ 61,500 -18,926 -23.5% 0.14% $19.8M 2024-11-14 $278.63
2024 Q2 ADDED — — — 80,426 +59,926 +292.3% 0.27% $25.1M 2024-08-13 $302.43
2024 Q2 REDUCED 64.1% +3.8% ❌ 20,500 -36,600 -64.1% 0.07% $6.4M 2024-08-13 $302.43
2024 Q2 REDUCED 31.6% +3.8% ❌ 57,100 -26,406 -31.6% 0.19% $17.8M 2024-08-13 $302.43
2024 Q1 ADDED — — — 83,506 +73,006 +695.3% 0.22% $23.7M 2024-05-13 $286.37
2024 Q1 REDUCED 55.1% +10.2% ❌ 10,500 -12,900 -55.1% 0.03% $3.0M 2024-05-13 $286.37
2024 Q1 REDUCED 86.7% +10.2% ❌ 23,400 -152,339 -86.7% 0.06% $6.7M 2024-05-13 $286.37
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMGN

As of 2026 Q2 — sorted by position size

Round Hill Asset Management 3Y 7Y 8.5% Oak Asset Management, LLC 3Y 7Y 6.72% Bellevue Group AG 3Y 7Y 6.49% Bridgelight Financial Advisors, Inc. 6.33% Kelsey Financial, LLC 5.99% Nepsis Inc. 3Y 7Y 5.76% JMAC ENTERPRISES LLC 3Y 5.54% IAT REINSURANCE CO LTD. 3Y 7Y 5.44% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 5.37% Smead Capital Management, Inc. 3Y 7Y 5.12%

FAQ About Jefferies Financial Group Inc. and AMGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning AMGN?

Jefferies Financial Group Inc. reported AMGN across 23 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMGN position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for AMGN was 0.93% in 2024 Q3.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q2, when Jefferies Financial Group Inc. reported 239,779 shares, equal to 0.57% of portfolio, with an estimated market value of $86.8M.

What does the chart on this AMGN ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly AMGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, Jefferies Financial Group Inc. correctly timed 53 out of 75 reported position changes (71%). The annualised alpha on AMGN relative to SPY over the holding period was +83.9%.

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