EFS
JBL icon

Essex Financial Services’s Jabil JBL Stock Holding History

Essex Financial Services’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 		$300K Sell
779
-185
-19% -$63.9K 0.02% 652
2026
Q1 		$256K Sell
964
-527
-35% -$133K 0.01% 663
2025
Q4 		$340K Buy
+1,491
New +$318K 0.02% 563

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Financial Services's JBL Position: Q2 2026 in Review

Essex Financial Services reduced its Jabil (JBL) stake by 19% in Q2 2026, selling an estimated $63.9K and leaving 779 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #652.

Essex Financial Services first reported a position in JBL in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q4 2025. 787 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Essex Financial Services held 779 shares of Jabil worth $300K as of Q2 2026.
  • Essex Financial Services sold 185 Jabil shares in Q2 2026, an estimated $63.9K.
  • Jabil made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #652 holding.
  • Essex Financial Services first reported a position in Jabil in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Jabil position peaked at $340K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.