Covestor’s Jacobs Solutions J Stock Holding History

Covestor’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
2026 Q1	$42K	Buy	329 +50	+18%	+$6.8K	0.03%	804
2025 Q4	$37K	Sell	279 -3,732	-93%	-$547K	0.02%	1019
2025 Q3	$601K	Buy	4,011 +2,079	+108%	+$299K	0.33%	27
2025 Q2	$254K	Buy	1,932 +1,651	+588%	+$204K	0.15%	100
2025 Q1	$34K	Sell	281 -81	-22%	-$10.4K	0.02%	985
2024 Q4	$48K	Buy	362 +15	+4%	+$2.06K	0.03%	869
2024 Q3	$45K	Sell	347 -86	-20%	-$10.4K	0.03%	916
2024 Q2	$50K	Sell	433 -2,230	-84%	-$262K	0.03%	856
2024 Q1	$338K	Buy	2,663 +1,976	+288%	+$232K	0.22%	40
2023 Q4	$74K	Sell	687 -165	-19%	-$18K	0.05%	673
2023 Q3	$96K	Buy	852 +47	+6%	+$5.06K	0.07%	440
2023 Q2	$79K	Buy	805 +317	+65%	+$30.2K	0.06%	573
2023 Q1	$48K	Buy	488 +356	+270%	+$35.5K	0.04%	729
2022 Q4	$13K	Buy	132 +1	+0.8%	+$98	0.01%	1202
2022 Q3	$12K	Sell	131 -3	-2%	-$311	0.01%	1189
2022 Q2	$14K	Sell	134 -4	-3%	-$448	0.01%	1089
2022 Q1	$16K	Buy	138 +59	+75%	+$6.33K	0.01%	1125
2021 Q4	$9K	Buy	+79	New	+$9.13K	0.01%	1054

Other funds holding J

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

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