LPL Financial
JCAP

LPL Financial’s Jefferson Capital JCAP Stock Holding History

LPL Financial’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
Q1 		$267K Buy
13,871
+2,876
+26% +$60.8K ﹤0.01% 5277
2025
Q4 		$246K Sell
10,995
-13
-0.1% -$263 ﹤0.01% 5304
2025
Q3 		$190K Sell
11,008
-125
-1% -$2.22K ﹤0.01% 5364
2025
Q2 		$205K Buy
+11,133
New +$208K ﹤0.01% 5070

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's JCAP Position: Q1 2026 in Review

LPL Financial increased its Jefferson Capital (JCAP) stake by 26% in Q1 2026, buying an estimated $60.8K and bringing the position to 13,871 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #5277.

LPL Financial first reported a position in JCAP in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • LPL Financial held 13,871 shares of Jefferson Capital worth $267K as of Q1 2026.
  • LPL Financial bought 2,876 Jefferson Capital shares in Q1 2026, an estimated $60.8K.
  • Jefferson Capital made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5277 holding.
  • LPL Financial first reported a position in Jefferson Capital in Q2 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.