Envestnet Asset Management
JCAP

Envestnet Asset Management’s Jefferson Capital JCAP Stock Holding History

Envestnet Asset Management’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 		$278K Buy
14,275
+791
+6% +$14.8K ﹤0.01% 4473
2026
Q1 		$259K Buy
+13,484
New +$285K ﹤0.01% 4361

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Envestnet Asset Management's JCAP Position: Q2 2026 in Review

Envestnet Asset Management increased its Jefferson Capital (JCAP) stake by 5.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 14,275 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Envestnet Asset Management first reported a position in JCAP in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Envestnet Asset Management held 14,275 shares of Jefferson Capital worth $278K as of Q2 2026.
  • Envestnet Asset Management bought 791 Jefferson Capital shares in Q2 2026, an estimated $14.8K.
  • Jefferson Capital made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4473 holding.
  • Envestnet Asset Management first reported a position in Jefferson Capital in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.