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Arete Wealth Advisors’s Jabil JBL Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-1,655
Closed -$361K – 786
2025
Q2 		$361K Buy
+1,655
New +$268K 0.03% 504
2024
Q1 		– Sell
-3,023
Closed -$385K – 556
2023
Q4 		$385K Buy
3,023
+236
+8% +$30.1K 0.03% 477
2023
Q3 		$354K Sell
2,787
-433
-13% -$47.4K 0.06% 310
2023
Q2 		$348K Sell
3,220
-2
-0.1% -$176 0.03% 451
2023
Q1 		$284K Buy
+3,222
New +$259K 0.02% 486

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arete Wealth Advisors's JBL Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Jabil (JBL) in Q3 2025, closing a stake of 1,655 shares — an estimated $361K sold.

Arete Wealth Advisors first reported a position in JBL in Q1 2023 and held it in 5 quarters. The position peaked at $385K in Q4 2023. 907 funds tracked by Wall St. Rank hold JBL as of Q3 2025.

  • Arete Wealth Advisors reported no remaining Jabil position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,655 Jabil shares in Q3 2025, an estimated $361K.
  • Arete Wealth Advisors first reported a position in Jabil in Q1 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Jabil position peaked at $385K in Q4 2023.
  • 907 funds tracked by Wall St. Rank held Jabil as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.