Crown Wealth Group’s Jacobs Solutions J Stock Holding History

Crown Wealth 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
2026 Q1	–	Sell	-1,546	Closed	-$205K	–	152
2025 Q4	$205K	Sell	1,546 -23	-1%	-$3.37K	0.06%	137
2025 Q3	$235K	Sell	1,569 -162	-9%	-$23.3K	0.07%	108
2025 Q2	$228K	Sell	1,731 -17	-1%	-$2.1K	0.09%	103
2025 Q1	$209K	Sell	1,748 -253	-13%	-$32.6K	0.11%	103
2024 Q4	$265K	Sell	2,001 -736	-27%	-$101K	0.11%	91
2024 Q3	$355K	Sell	2,737 -539	-16%	-$65K	0.15%	76
2024 Q2	$379K	Hold	3,276	–	–	0.19%	62
2024 Q1	$417K	Hold	3,276	–	–	0.21%	56
2023 Q4	$352K	Sell	3,276 -109	-3%	-$11.9K	0.21%	52
2023 Q3	$382K	Hold	3,385	–	–	0.29%	42
2023 Q2	$333K	Hold	3,385	–	–	0.26%	45
2023 Q1	$329K	Hold	3,385	–	–	0.28%	46
2022 Q4	$336K	Sell	3,385 -484	-13%	-$47.5K	0.32%	43
2022 Q3	$347K	Sell	3,869 -424	-10%	-$43.9K	0.36%	37
2022 Q2	$451K	Buy	4,293 +62	+1%	+$6.94K	0.41%	38
2022 Q1	$482K	Buy	+4,231	New	+$454K	0.34%	48

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 $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners

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