EP Wealth Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
3,621
+192
| +6% | +$25.2K | ﹤0.01% | 799 |
|
|
2025
Q1 | $410K | Sell |
3,429
-33
| -1% | -$3.95K | ﹤0.01% | 779 |
|
|
2024
Q4 | $458K | Buy |
3,462
+603
| +21% | +$79.8K | ﹤0.01% | 720 |
|
|
2024
Q3 | $371K | Buy |
2,859
+350
| +14% | +$45.4K | ﹤0.01% | 786 |
|
|
2024
Q2 | $290K | Buy |
2,509
+757
| +43% | +$87.5K | ﹤0.01% | 665 |
|
|
2024
Q1 | $223K | Buy |
+1,752
| New | +$223K | ﹤0.01% | 708 |
|
|
2022
Q2 | – | Sell |
-1,849
| Closed | -$211K | – | 667 |
|
|
2022
Q1 | $211K | Buy |
+1,849
| New | +$211K | ﹤0.01% | 564 |
|