Caprock Group’s Jacobs Solutions J Stock Holding History

Caprock Group’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 Q1	–	Sell	-1,539	Closed	-$204K	–	1129
2024 Q4	$204K	Buy	+1,539	New	+$212K	0.01%	933

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caprock Group's J Position: Q1 2025 in Review

Caprock Group sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 1,539 shares — an estimated $204K sold.

Caprock Group first reported a position in J in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

Caprock Group reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
Caprock Group sold 1,539 Jacobs Solutions shares in Q1 2025, an estimated $204K.
Caprock Group first reported a position in Jacobs Solutions in Q4 2024 and held it in 1 quarter.
Caprock Group's Jacobs Solutions position peaked at $204K in Q4 2024.
831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.