Chevy Chase Trust
JBL icon

Chevy Chase Trust’s Jabil JBL Stock Holding History

Chevy Chase Trust’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
2026
Q1 		$14.1M Sell
53,250
-916
-2% -$231K 0.04% 335
2025
Q4 		$12.4M Sell
54,166
-604
-1% -$129K 0.03% 365
2025
Q3 		$11.9M Sell
54,770
-1,930
-3% -$420K 0.03% 373
2025
Q2 		$12.4M Sell
56,700
-747
-1% -$121K 0.04% 363
2025
Q1 		$7.82M Sell
57,447
-1,768
-3% -$272K 0.03% 443
2024
Q4 		$8.52M Sell
59,215
-1,609
-3% -$211K 0.03% 434
2024
Q3 		$7.29M Sell
60,824
-5,095
-8% -$553K 0.02% 467
2024
Q2 		$7.17M Sell
65,919
-4,783
-7% -$580K 0.02% 448
2024
Q1 		$9.47M Sell
70,702
-770
-1% -$103K 0.03% 413
2023
Q4 		$9.11M Buy
+71,472
New +$9.1M 0.03% 411
2020
Q1 		– Sell
-1,235
Closed -$51K – 826
2019
Q4 		$51K Buy
+1,235
New +$47.4K ﹤0.01% 823
2014
Q4 		– Sell
-151,890
Closed -$3.06M – 713
2014
Q3 		$3.06M Buy
151,890
+19,473
+15% +$407K 0.02% 534
2014
Q2 		$2.77M Sell
132,417
-1,347
-1% -$25K 0.02% 531
2014
Q1 		$2.41M Sell
133,764
-1,205
-0.9% -$21.7K 0.02% 534
2013
Q4 		$2.35M Buy
134,969
+5,581
+4% +$113K 0.02% 532
2013
Q3 		$2.81M Buy
129,388
+3,069
+2% +$70K 0.02% 519
2013
Q2 		$2.57M Buy
+126,319
New +$2.38M 0.02% 512

Other funds holding JBL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return