AWM
J icon

Ameliora Wealth Management’s Jacobs Solutions J Stock Holding History

Ameliora Wealth Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-225
Closed -$27K – 230
2025
Q1 		$27K Sell
225
-2,021
-90% -$260K 0.01% 180
2024
Q4 		$297K Hold
2,246
– – 0.11% 83
2024
Q3 		$291K Sell
2,246
-1,410
-39% -$170K 0.12% 68
2024
Q2 		$422K Sell
3,656
-13,226
-78% -$1.55M 0.19% 61
2024
Q1 		$2.15M Hold
16,882
– – 0.97% 32
2023
Q4 		$1.81M Sell
16,882
-2,805
-14% -$305K 0.9% 36
2023
Q3 		$2.22M Buy
19,687
+3,726
+23% +$401K 1.32% 29
2023
Q2 		$1.57M Buy
15,961
+426
+3% +$40.6K 0.97% 37
2023
Q1 		$1.51M Buy
15,535
+6,347
+69% +$633K 0.88% 40
2022
Q4 		$913K Buy
+9,188
New +$902K 0.49% 42

Other funds holding J

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameliora Wealth Management's J Position: Q2 2025 in Review

Ameliora Wealth Management sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 225 shares — an estimated $27K sold.

Ameliora Wealth Management first reported a position in J in Q4 2022 and held it in 10 quarters. The position peaked at $2.22M in Q3 2023. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Ameliora Wealth Management reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 225 Jacobs Solutions shares in Q2 2025, an estimated $27K.
  • Ameliora Wealth Management first reported a position in Jacobs Solutions in Q4 2022 and held it in 10 quarters.
  • Ameliora Wealth Management's Jacobs Solutions position peaked at $2.22M in Q3 2023.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.