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Compass Financial Management’s Jabil JBL Stock Holding History

Compass Financial 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
2026
Q2 		$707K Buy
+1,996
New +$689K 0.09% 222

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's JBL Position: Q2 2026 in Review

Compass Financial Management opened a new position in Jabil (JBL) in Q2 2026: 1,996 shares worth $707K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings.

1,050 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Compass Financial Management held 1,996 shares of Jabil worth $707K as of Q2 2026.
  • Jabil was a new Compass Financial Management position in Q2 2026.
  • Jabil made up 0.09% of Compass Financial Management's portfolio in Q2 2026, its #222 holding.
  • 1,050 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.