Empowered Funds’s Jacobs Solutions J Stock Holding History

Empowered Funds’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	$2.13M	Buy	16,744 +9,001	+116%	+$1.22M	0.01%	1070
2025 Q4	$1.03M	Buy	7,743 +490	+7%	+$71.9K	0.02%	635
2025 Q3	$1.09M	Buy	7,253 +441	+6%	+$63.4K	0.01%	1154
2025 Q2	$895K	Buy	6,812 +25	+0.4%	+$3.08K	0.01%	1113
2025 Q1	$812K	Buy	6,787 +3,258	+92%	+$419K	0.01%	1068
2024 Q4	$467K	Sell	3,529 -117	-3%	-$16.1K	0.01%	1207
2024 Q3	$473K	Sell	3,646 -691	-16%	-$83.3K	0.01%	1109
2024 Q2	$501K	Buy	4,337 +801	+23%	+$93.9K	0.01%	1053
2024 Q1	$450K	Buy	3,536 +673	+24%	+$78.9K	0.01%	1106
2023 Q4	$307K	Buy	2,863 +276	+11%	+$30K	0.01%	1107
2023 Q3	$292K	Buy	+2,587	New	+$279K	0.01%	1061

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