CA
JCAP

Clearstead Advisors’s Jefferson Capital JCAP Stock Holding History

Clearstead Advisors’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 		$39 Buy
+2
New +$37 ﹤0.01% 3518

Other funds holding JCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's JCAP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Jefferson Capital (JCAP) in Q2 2026: 2 shares worth $39. The stake represents ﹤0.01% of the portfolio and ranks #3518 among its holdings.

30 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Clearstead Advisors held 2 shares of Jefferson Capital worth $39 as of Q2 2026.
  • Jefferson Capital was a new Clearstead Advisors position in Q2 2026.
  • Jefferson Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3518 holding.
  • 30 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.