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
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
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's JCAP Position: Q4 2025 in Review

Global Retirement Partners held its Jefferson Capital (JCAP) position steady in Q4 2025 at 81 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

Global Retirement Partners first reported a position in JCAP in Q2 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold JCAP as of Q4 2025.

  • Global Retirement Partners held 81 shares of Jefferson Capital worth $1.81K as of Q4 2025.
  • Global Retirement Partners left its Jefferson Capital share count unchanged in Q4 2025.
  • Jefferson Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3754 holding.
  • Global Retirement Partners first reported a position in Jefferson Capital in Q2 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Jefferson Capital as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.