Integrated Wealth Concepts’s Jefferson Capital JCAP Stock Holding History

Integrated Wealth Concepts’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	$3.15K	Buy	+162	New	+$3.02K	﹤0.01%	5195

Other funds holding JCAP

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Integrated Wealth Concepts's JCAP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Jefferson Capital (JCAP) in Q2 2026: 162 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #5195 among its holdings.

113 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

Integrated Wealth Concepts held 162 shares of Jefferson Capital worth $3.15K as of Q2 2026.
Jefferson Capital was a new Integrated Wealth Concepts position in Q2 2026.
Jefferson Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5195 holding.
113 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.