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EP Wealth Advisors’s Jabil JBL Stock Holding History

EP Wealth Advisors’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.93M Buy
12,794
+811
+7% +$280K 0.02% 384
2026
Q1 		$3.18M Buy
11,983
+1,016
+9% +$256K 0.02% 382
2025
Q4 		$2.5M Buy
+10,967
New +$2.34M 0.01% 399
2025
Q2 		$2.49M Buy
11,425
+426
+4% +$69.1K 0.02% 373
2025
Q1 		$1.5M Sell
10,999
-9
-0.1% -$1.38K 0.01% 412
2024
Q4 		$1.58M Sell
11,008
-590
-5% -$77.4K 0.01% 394
2024
Q3 		$1.39M Buy
+11,598
New +$1.26M 0.01% 426

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's JBL Position: Q2 2026 in Review

EP Wealth Advisors increased its Jabil (JBL) stake by 6.8% in Q2 2026, buying an estimated $280K and bringing the position to 12,794 shares worth $4.93M. The position accounts for 0.02% of the portfolio, ranked #384.

EP Wealth Advisors first reported a position in JBL in Q3 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • EP Wealth Advisors held 12,794 shares of Jabil worth $4.93M as of Q2 2026.
  • EP Wealth Advisors bought 811 Jabil shares in Q2 2026, an estimated $280K.
  • Jabil made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • EP Wealth Advisors first reported a position in Jabil in Q3 2024 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.