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BBPWM
Blue Bell Private Wealth Management’s
Jacobs Solutions
J
Stock Holding History
Blue Bell Private 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
2026
Q1
–
Sell
-200
Closed
-$26.5K
–
749
2025
Q4
$26.5K
Hold
200
–
–
﹤0.01%
464
2025
Q3
$30K
Hold
200
–
–
﹤0.01%
445
2025
Q2
$26.3K
Sell
200
-2
-1%
-$247
﹤0.01%
447
2025
Q1
$24.2K
Hold
202
–
–
﹤0.01%
443
2024
Q4
$26.7K
Sell
202
-40
-17%
-$5.5K
0.01%
422
2024
Q3
$31.4K
Sell
242
-48
-17%
-$5.78K
0.01%
421
2024
Q2
$33.5K
Hold
290
–
–
0.01%
405
2024
Q1
$36.9K
Hold
290
–
–
0.01%
391
2023
Q4
$31.2K
Hold
290
–
–
0.01%
379
2023
Q3
$32.8K
Sell
290
-67
-19%
-$7.22K
0.01%
305
2023
Q2
$35.1K
Buy
357
+242
+210%
+$23.1K
0.01%
294
2023
Q1
$11.2K
Hold
115
–
–
﹤0.01%
363
2022
Q4
$11.4K
Hold
115
–
–
﹤0.01%
362
2022
Q3
$10K
Hold
115
–
–
﹤0.01%
375
2022
Q2
$12K
Hold
115
–
–
﹤0.01%
365
2022
Q1
$13K
Hold
115
–
–
﹤0.01%
374
2021
Q4
$13K
Buy
+115
New
+$13.3K
﹤0.01%
362
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$95.5B AUM
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1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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