IA
JCAP

IFP Advisors’s Jefferson Capital JCAP Stock Holding History

IFP 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 		$1.67K Sell
86
-1
-1% -$19 ﹤0.01% 4312
2026
Q1 		$1.67K Buy
87
+1
+1% +$21 ﹤0.01% 4024
2025
Q4 		$1.92K Buy
+86
New +$1.74K ﹤0.01% 3859

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors's JCAP Position: Q2 2026 in Review

IFP Advisors reduced its Jefferson Capital (JCAP) stake by 1.1% in Q2 2026, selling an estimated $19 and leaving 86 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4312.

IFP Advisors first reported a position in JCAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92K in Q4 2025. 10 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • IFP Advisors held 86 shares of Jefferson Capital worth $1.67K as of Q2 2026.
  • IFP Advisors sold 1 Jefferson Capital share in Q2 2026, an estimated $19.
  • Jefferson Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4312 holding.
  • IFP Advisors first reported a position in Jefferson Capital in Q4 2025 and has held it in 3 quarters since.
  • IFP Advisors's Jefferson Capital position peaked at $1.92K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.