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Advisor OS’s Jabil JBL Stock Holding History

Advisor OS’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,598
Closed -$230K – 448
2024
Q4 		$230K Sell
1,598
-14,929
-90% -$1.96M 0.03% 374
2024
Q3 		$1.98M Sell
16,527
-4,728
-22% -$514K 0.2% 94
2024
Q2 		$2.31M Buy
21,255
+6,354
+43% +$770K 0.25% 72
2024
Q1 		$2M Buy
14,901
+2,259
+18% +$303K 0.23% 82
2023
Q4 		$1.61M Buy
+12,642
New +$1.61M 0.21% 82

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor OS's JBL Position: Q1 2025 in Review

Advisor OS sold out of Jabil (JBL) in Q1 2025, closing a stake of 1,598 shares — an estimated $230K sold.

Advisor OS first reported a position in JBL in Q4 2023 and held it in 5 quarters. The position peaked at $2.31M in Q2 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Advisor OS reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 1,598 Jabil shares in Q1 2025, an estimated $230K.
  • Advisor OS first reported a position in Jabil in Q4 2023 and held it in 5 quarters.
  • Advisor OS's Jabil position peaked at $2.31M in Q2 2024.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.