TWD
JCAP icon

True Wealth Design’s Jefferson Capital JCAP Stock Holding History

True Wealth Design’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
Q3 		$306 Buy
+16
New +$328 ﹤0.01% 2265

Other funds holding JCAP

EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's JCAP Position: Q3 2026 in Review

True Wealth Design opened a new position in Jefferson Capital (JCAP) in Q3 2026: 16 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #2265 among its holdings.

4 funds tracked by Wall St. Rank hold JCAP as of Q3 2026.

  • True Wealth Design held 16 shares of Jefferson Capital worth $306 as of Q3 2026.
  • Jefferson Capital was a new True Wealth Design position in Q3 2026.
  • Jefferson Capital made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2265 holding.
  • 4 funds tracked by Wall St. Rank held Jefferson Capital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.