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JCAP

NewEdge Advisors’s Jefferson Capital JCAP Stock Holding History

NewEdge Advisors’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 		– Sell
-6,996
Closed -$156K – 4450
2025
Q4 		$156K Buy
+6,996
New +$141K ﹤0.01% 2653

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

NewEdge Advisors's JCAP Position: Q1 2026 in Review

NewEdge Advisors sold out of Jefferson Capital (JCAP) in Q1 2026, closing a stake of 6,996 shares — an estimated $156K sold.

NewEdge Advisors first reported a position in JCAP in Q4 2025 and held it in 1 quarter. The position peaked at $156K in Q4 2025. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • NewEdge Advisors reported no remaining Jefferson Capital position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 6,996 Jefferson Capital shares in Q1 2026, an estimated $156K.
  • NewEdge Advisors first reported a position in Jefferson Capital in Q4 2025 and held it in 1 quarter.
  • NewEdge Advisors's Jefferson Capital position peaked at $156K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.