CIA
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Cape Investment Advisory’s Jabil JBL Stock Holding History

Cape Investment Advisory’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
-37
Closed -$8.07K – 1018
2025
Q2 		$8.07K Hold
37
– – ﹤0.01% 672
2025
Q1 		$5.04K Hold
37
– – ﹤0.01% 745
2024
Q4 		$5.32K Hold
37
– – ﹤0.01% 723
2024
Q3 		$4.43K Hold
37
– – ﹤0.01% 731
2024
Q2 		$4.03K Hold
37
– – ﹤0.01% 707
2024
Q1 		$4.96K Hold
37
– – ﹤0.01% 648
2023
Q4 		$4.71K Hold
37
– – ﹤0.01% 787
2023
Q3 		$4.7K Hold
37
– – ﹤0.01% 680
2023
Q2 		$3.99K Hold
37
– – ﹤0.01% 687
2023
Q1 		$3.26K Buy
+37
New +$2.98K ﹤0.01% 752

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return