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Essential Partners’s Jefferson Capital JCAP Stock Holding History

Essential Partners’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 		– Sell
-9
Closed -$173 – 2986
2026
Q1 		$173 Buy
9
+2
+29% +$42 ﹤0.01% 2634
2025
Q4 		$156 Buy
+7
New +$141 ﹤0.01% 2477

Other funds holding JCAP

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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

Essential Partners's JCAP Position: Q2 2026 in Review

Essential Partners sold out of Jefferson Capital (JCAP) in Q2 2026, closing a stake of 9 shares — an estimated $173 sold.

Essential Partners first reported a position in JCAP in Q4 2025 and held it in 2 quarters. The position peaked at $173 in Q1 2026. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Essential Partners reported no remaining Jefferson Capital position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 9 Jefferson Capital shares in Q2 2026, an estimated $173.
  • Essential Partners first reported a position in Jefferson Capital in Q4 2025 and held it in 2 quarters.
  • Essential Partners's Jefferson Capital position peaked at $173 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.