EWA
JCAP

EverSource Wealth Advisors’s Jefferson Capital JCAP Stock Holding History

EverSource Wealth 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 		$351 Hold
18
– – ﹤0.01% 4180
2026
Q1 		$345 Buy
18
+11
+157% +$233 ﹤0.01% 4122
2025
Q4 		$157 Buy
+7
New +$141 ﹤0.01% 4056

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

EverSource Wealth Advisors's JCAP Position: Q2 2026 in Review

EverSource Wealth Advisors held its Jefferson Capital (JCAP) position steady in Q2 2026 at 18 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

EverSource Wealth Advisors first reported a position in JCAP in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • EverSource Wealth Advisors held 18 shares of Jefferson Capital worth $351 as of Q2 2026.
  • EverSource Wealth Advisors left its Jefferson Capital share count unchanged in Q2 2026.
  • Jefferson Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4180 holding.
  • EverSource Wealth Advisors first reported a position in Jefferson Capital in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.