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
Q2 		$5.97M Buy
306,596
+31,145
+11% +$581K ﹤0.01% 4107
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 $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

Morgan Stanley's JCAP Position: Q2 2026 in Review

Morgan Stanley increased its Jefferson Capital (JCAP) stake by 11% in Q2 2026, buying an estimated $581K and bringing the position to 306,596 shares worth $5.97M. The position accounts for ﹤0.01% of the portfolio, ranked #4107.

Morgan Stanley 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.

  • Morgan Stanley held 306,596 shares of Jefferson Capital worth $5.97M as of Q2 2026.
  • Morgan Stanley bought 31,145 Jefferson Capital shares in Q2 2026, an estimated $581K.
  • Jefferson Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4107 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.