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EP Wealth Advisors’s Jacobs Solutions J Stock Holding History

EP Wealth 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 		$238K Sell
1,869
-339
-15% -$46.1K ﹤0.01% 1304
2025
Q4 		$292K Buy
+2,208
New +$324K ﹤0.01% 1150
2025
Q2 		$476K Buy
3,621
+192
+6% +$23.7K ﹤0.01% 799
2025
Q1 		$410K Sell
3,429
-33
-1% -$4.25K ﹤0.01% 779
2024
Q4 		$458K Buy
3,462
+603
+21% +$83K ﹤0.01% 720
2024
Q3 		$371K Buy
2,859
+350
+14% +$42.2K ﹤0.01% 786
2024
Q2 		$290K Buy
2,509
+757
+43% +$88.8K ﹤0.01% 665
2024
Q1 		$223K Buy
+1,752
New +$205K ﹤0.01% 708
2022
Q2 		– Sell
-1,849
Closed -$211K – 667
2022
Q1 		$211K Buy
+1,849
New +$198K ﹤0.01% 564

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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

EP Wealth Advisors's J Position: Q1 2026 in Review

EP Wealth Advisors reduced its Jacobs Solutions (J) stake by 15% in Q1 2026, selling an estimated $46.1K and leaving 1,869 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

EP Wealth Advisors first reported a position in J in Q1 2022 and has held it in 9 quarters since. The position peaked at $476K in Q2 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • EP Wealth Advisors held 1,869 shares of Jacobs Solutions worth $238K as of Q1 2026.
  • EP Wealth Advisors sold 339 Jacobs Solutions shares in Q1 2026, an estimated $46.1K.
  • Jacobs Solutions made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1304 holding.
  • EP Wealth Advisors first reported a position in Jacobs Solutions in Q1 2022 and has held it in 9 quarters since.
  • EP Wealth Advisors's Jacobs Solutions position peaked at $476K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.