Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JEFFERSON CAPITAL INC COM (JCAP)

86 + Investors. Track Smart Money conviction in JCAP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — JCAP

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JCAP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
86 funds currently hold this stock — 88% of the 3.0-year high of 98 funds (reached 2019 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +8500% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+8500% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

39 buying46 selling
Last quarter: 46 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 1 → 52 → 36 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 44% new

37% conviction (2yr+) 19% medium 44% new
Of the 86 current holders: 32 (37%) held >2 years, 16 held 1–2 years, and 38 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+26% value, -2% shares)

Value
+26%
Shares
-2%
Last quarter: total value of institutional JCAP holdings rose +26% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

0 → 1 → 52 → 36 → 24 new funds/Q
New funds entering each quarter: 1 → 52 → 36 → 24. A growing number of institutions are discovering JCAP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 0% 1-2yr 38% new
Of 86 current holders: 53 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
26 of 86 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in JCAP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JCAP

How many hedge funds hold JCAP — quarterly history vs. share price
Quarterly hedge fund ownership of JCAP vs. share price

Market Analysis: JCAP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCAP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: JCAP
2026 Q1 Stats Unlock in 16 days 86 + Investors

Track Smart Money conviction in JCAP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 86 69 24.64%
13F Shares 12M 12M -2.43%
Total Value $267M $211M 26.45%
New Positions 24 36 -12
Increased Positions 15 19 -4
Closed Positions 7 19 -12
Reduced Positions 39 10 +29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCAP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JCAP. Verified SEC 13F-HR filings.

Top 15 institutional holders of JCAP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HARBOR CAPITAL ADVISORS, INC. 0.18% 114,475 $2K
2 EPIQ PARTNERS, LLC 0.12% 13,333 $256K
3 Counterpoint Mutual Funds LLC 0.05% 15,801 $304K
4 Police & Firemen's Retirement System of New Jersey 0.00% 5,259 $101K
5 PRIVATE TRUST CO NA 0.00% 277 $5K
6 WPG Advisers, LLC 0.00% 25
7 KLP KAPITALFORVALTNING AS 0.00% 4,300 $84K
8 Sterling Capital Management LLC 0.00% 546 $10K
9 STRS OHIO 0.00% 2,100 $40K
10 ENVESTNET ASSET MANAGEMENT INC 0.00% 13,484 $259K
11 IFP Advisors, Inc 0.00% 87 $2K
12 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 730
13 Root Financial Partners, LLC 0.00% 23
14 GAMMA Investing LLC 0.00% 9
15 Farther Finance Advisors, LLC 0.00% 3
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JEFFERSON CAPITAL INC COM (JCAP)

What does the Smart Money Trend signal show for JCAP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JCAP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JCAP?

More sellers than buyers — 46% buying: Last quarter: 46 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JCAP holders?

Elite ownership — 41% AUM from top-100 funds: 26 of 86 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in JCAP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JCAP?

Mixed — 37% long-term, 44% new: Of the 86 current holders: 32 (37%) held >2 years, 16 held 1–2 years, and 38 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.