BAM
J icon

Belpointe Asset Management’s Jacobs Solutions J Stock Holding History

Belpointe Asset 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
-4,214
Closed -$504K – 989
2025
Q1 		$504K Buy
4,214
+343
+9% +$44.2K 0.03% 566
2024
Q4 		$578K Buy
3,871
+45
+1% +$6.19K 0.03% 478
2024
Q3 		$496K Sell
3,826
-633
-14% -$76.3K 0.03% 507
2024
Q2 		$515K Buy
4,459
+63
+1% +$7.39K 0.04% 452
2024
Q1 		$559K Sell
4,396
-136
-3% -$15.9K 0.04% 412
2023
Q4 		$487K Buy
4,532
+71
+2% +$7.73K 0.04% 374
2023
Q3 		$504K Buy
4,461
+409
+10% +$44.1K 0.05% 339
2023
Q2 		$399K Buy
4,052
+760
+23% +$72.5K 0.04% 358
2023
Q1 		$320K Buy
3,292
+224
+7% +$22.4K 0.02% 718
2022
Q4 		$305K Sell
3,068
-64
-2% -$6.29K 0.02% 725
2022
Q3 		$281K Buy
3,132
+376
+14% +$39K 0.02% 709
2022
Q2 		$290K Sell
2,756
-1,166
-30% -$131K 0.02% 693
2022
Q1 		$447K Buy
3,922
+468
+14% +$50.2K 0.03% 575
2021
Q4 		$398K Buy
3,454
+195
+6% +$22.5K 0.02% 597
2021
Q3 		$358K Buy
+3,259
New +$360K 0.02% 620

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

Belpointe Asset Management's J Position: Q2 2025 in Review

Belpointe Asset Management sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 4,214 shares — an estimated $504K sold.

Belpointe Asset Management first reported a position in J in Q3 2021 and held it in 15 quarters. The position peaked at $578K in Q4 2024. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Belpointe Asset Management reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,214 Jacobs Solutions shares in Q2 2025, an estimated $504K.
  • Belpointe Asset Management first reported a position in Jacobs Solutions in Q3 2021 and held it in 15 quarters.
  • Belpointe Asset Management's Jacobs Solutions position peaked at $578K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.