BBPWM
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Blue Bell Private Wealth Management’s Jabil JBL Stock Holding History

Blue Bell Private Wealth Management’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
2024
Q2 		– Sell
-179
Closed -$24K – 726
2024
Q1 		$24K Hold
179
– – 0.01% 444
2023
Q4 		$22.8K Hold
179
– – 0.01% 419
2023
Q3 		$22.7K Hold
179
– – 0.01% 345
2023
Q2 		$19.3K Buy
179
+29
+19% +$2.55K 0.01% 355
2023
Q1 		$13.2K Hold
150
– – ﹤0.01% 353
2022
Q4 		$10.2K Hold
150
– – ﹤0.01% 376
2022
Q3 		$9K Hold
150
– – ﹤0.01% 387
2022
Q2 		$8K Hold
150
– – ﹤0.01% 422
2022
Q1 		$9K Hold
150
– – ﹤0.01% 434
2021
Q4 		$11K Buy
+150
New +$9.48K ﹤0.01% 389

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return