Bank of America
JCAP

Bank of America’s Jefferson Capital JCAP Stock Holding History

Bank of America’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
Q1 		$1.13M Buy
58,859
+28,815
+96% +$609K ﹤0.01% 4455
2025
Q4 		$671K Sell
30,044
-10,016
-25% -$202K ﹤0.01% 4747
2025
Q3 		$691K Buy
40,060
+17,233
+75% +$306K ﹤0.01% 5578
2025
Q2 		$421K Buy
+22,827
New +$426K ﹤0.01% 5807

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America's JCAP Position: Q1 2026 in Review

Bank of America increased its Jefferson Capital (JCAP) stake by 96% in Q1 2026, buying an estimated $609K and bringing the position to 58,859 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Bank of America first reported a position in JCAP in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Bank of America held 58,859 shares of Jefferson Capital worth $1.13M as of Q1 2026.
  • Bank of America bought 28,815 Jefferson Capital shares in Q1 2026, an estimated $609K.
  • Jefferson Capital made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4455 holding.
  • Bank of America first reported a position in Jefferson Capital in Q2 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.