AssetMark Inc
JCAP

AssetMark Inc’s Jefferson Capital JCAP Stock Holding History

AssetMark Inc’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
5,669
+1,597
+39% +$29.8K ﹤0.01% 1598
2026
Q1 		$78.3K Buy
4,072
+2,044
+101% +$43.2K ﹤0.01% 1621
2025
Q4 		$45.3K Sell
2,028
-473
-19% -$9.56K ﹤0.01% 1756
2025
Q3 		$43.2K Buy
2,501
+177
+8% +$3.14K ﹤0.01% 1686
2025
Q2 		$42.9K Buy
+2,324
New +$43.4K ﹤0.01% 1608

Other funds holding JCAP

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

AssetMark Inc's JCAP Position: Q2 2026 in Review

AssetMark Inc increased its Jefferson Capital (JCAP) stake by 39% in Q2 2026, buying an estimated $29.8K and bringing the position to 5,669 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

AssetMark Inc first reported a position in JCAP in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • AssetMark Inc held 5,669 shares of Jefferson Capital worth $110K as of Q2 2026.
  • AssetMark Inc bought 1,597 Jefferson Capital shares in Q2 2026, an estimated $29.8K.
  • Jefferson Capital made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1598 holding.
  • AssetMark Inc first reported a position in Jefferson Capital in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.