EWM
J icon

EPG Wealth Management’s Jacobs Solutions J Stock Holding History

EPG Wealth Management’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
-5,122
Closed -$679K – 328
2025
Q4 		$679K Buy
5,122
+63
+1% +$9.24K 0.18% 126
2025
Q3 		$758K Buy
5,059
+390
+8% +$56K 0.21% 122
2025
Q2 		$614K Buy
4,669
+124
+3% +$15.3K 0.18% 126
2025
Q1 		$544K Buy
4,545
+318
+8% +$40.9K 0.15% 157
2024
Q4 		$559K Sell
4,227
-71
-2% -$9.77K 0.15% 151
2024
Q3 		$557K Buy
+4,298
New +$518K 0.14% 157
2024
Q2 		– Sell
-5,495
Closed -$644K – 147
2024
Q1 		$699K Buy
5,495
+438
+9% +$51.4K 0.17% 145
2023
Q4 		$598K Buy
5,057
+407
+9% +$44.3K 0.16% 150
2023
Q3 		$525K Buy
4,650
+479
+11% +$51.6K 0.16% 145
2023
Q2 		$410K Buy
4,171
+473
+13% +$45.1K 0.12% 160
2023
Q1 		$359K Buy
3,698
+1,643
+80% +$164K 0.11% 169
2022
Q4 		$204K Buy
+2,055
New +$202K 0.08% 209
2022
Q3 		– Sell
-2,021
Closed -$213K – 387
2022
Q2 		$213K Buy
2,021
+1
+0% +$112 0.09% 204
2022
Q1 		$230K Sell
2,020
-156
-7% -$16.7K 0.08% 211
2021
Q4 		$251K Buy
2,176
+132
+6% +$15.3K 0.09% 196
2021
Q3 		$224K Buy
2,044
+183
+10% +$20.2K 0.09% 195
2021
Q2 		$205K Buy
+1,861
New +$210K 0.09% 202

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EPG Wealth Management's J Position: Q1 2026 in Review

EPG Wealth Management sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 5,122 shares — an estimated $679K sold.

EPG Wealth Management first reported a position in J in Q2 2021 and held it in 17 quarters. The position peaked at $758K in Q3 2025. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • EPG Wealth Management reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • EPG Wealth Management sold 5,122 Jacobs Solutions shares in Q1 2026, an estimated $679K.
  • EPG Wealth Management first reported a position in Jacobs Solutions in Q2 2021 and held it in 17 quarters.
  • EPG Wealth Management's Jacobs Solutions position peaked at $758K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.