Crewe Advisors’s Jacobs Solutions J Stock Holding History

Crewe Advisors’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	$12K	Buy	94 +19	+25%	+$2.58K	﹤0.01%	601
2025 Q4	$9.94K	Buy	75 +9	+14%	+$1.32K	﹤0.01%	635
2025 Q3	$9.89K	Sell	66 -5	-7%	-$718	﹤0.01%	633
2025 Q2	$9.33K	Buy	71 +56	+373%	+$6.91K	﹤0.01%	469
2025 Q1	$1.81K	Buy	+15	New	+$1.93K	﹤0.01%	549
2023 Q1	–	Sell	-31	Closed	-$3.12K	–	937
2022 Q4	$3.12K	Sell	31 -35	-53%	-$3.44K	﹤0.01%	766
2022 Q3	$6K	Buy	66 +35	+113%	+$3.63K	﹤0.01%	803
2022 Q2	$3K	Buy	+31	New	+$3.47K	﹤0.01%	901
2021 Q3	–	Sell	-58	Closed	-$6K	–	430
2021 Q2	$6K	Sell	58 -69	-54%	-$7.8K	﹤0.01%	317
2021 Q1	$14K	Hold	127	–	–	﹤0.01%	241
2020 Q4	$11K	Hold	127	–	–	﹤0.01%	249
2020 Q3	$10K	Buy	+127	New	+$9.28K	﹤0.01%	246

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