GRP
JCAP

Global Retirement Partners’s Jefferson Capital JCAP Stock Holding History

Global Retirement 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 		$1.95K Buy
+100
New +$1.86K ﹤0.01% 4033
2025
Q4 		$1.81K Hold
81
– – ﹤0.01% 3754
2025
Q3 		$1.4K Hold
81
– – ﹤0.01% 3429
2025
Q2 		$1.49K Buy
+81
New +$1.51K ﹤0.01% 3338

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

Global Retirement Partners's JCAP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Jefferson Capital (JCAP) in Q2 2026: 100 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #4033 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JCAP as recently as Q4 2025.

Global Retirement Partners first reported a position in JCAP in Q2 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Global Retirement Partners held 100 shares of Jefferson Capital worth $1.95K as of Q2 2026.
  • Jefferson Capital was a new Global Retirement Partners position in Q2 2026.
  • Jefferson Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4033 holding.
  • Global Retirement Partners first reported a position in Jefferson Capital in Q2 2025 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.