Morgan Stanley
JCAP

Morgan Stanley’s Jefferson Capital JCAP Stock Holding History

Morgan Stanley’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 		$5.3M Buy
275,451
+141,782
+106% +$3M ﹤0.01% 4090
2025
Q4 		$2.99M Buy
133,669
+95,701
+252% +$1.93M ﹤0.01% 4548
2025
Q3 		$655K Buy
37,968
+32,011
+537% +$568K ﹤0.01% 5390
2025
Q2 		$110K Buy
+5,957
New +$111K ﹤0.01% 6090

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

Morgan Stanley's JCAP Position: Q1 2026 in Review

Morgan Stanley increased its Jefferson Capital (JCAP) stake by 106% in Q1 2026, buying an estimated $3M and bringing the position to 275,451 shares worth $5.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4090.

Morgan Stanley 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.

  • Morgan Stanley held 275,451 shares of Jefferson Capital worth $5.3M as of Q1 2026.
  • Morgan Stanley bought 141,782 Jefferson Capital shares in Q1 2026, an estimated $3M.
  • Jefferson Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4090 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.