LPL Financial
JCAP icon

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
Q2 		$273K Buy
13,998
+127
+0.9% +$2.37K ﹤0.01% 5529
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 $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

LPL Financial's JCAP Position: Q2 2026 in Review

LPL Financial increased its Jefferson Capital (JCAP) stake by 0.92% in Q2 2026, buying an estimated $2.37K and bringing the position to 13,998 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #5529.

LPL Financial first reported a position in JCAP in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • LPL Financial held 13,998 shares of Jefferson Capital worth $273K as of Q2 2026.
  • LPL Financial bought 127 Jefferson Capital shares in Q2 2026, an estimated $2.37K.
  • Jefferson Capital made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5529 holding.
  • LPL Financial first reported a position in Jefferson Capital in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.