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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Jabil JBL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q2 		– Sell
-65
Closed -$8.71K – 372
2024
Q1 		$8.71K Buy
+65
New +$8.73K 0.01% 284

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JBL Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Jabil (JBL) in Q2 2024, closing a stake of 65 shares — an estimated $8.71K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JBL in Q1 2024 and held it in 1 quarter. The position peaked at $8.71K in Q1 2024. 682 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 65 Jabil shares in Q2 2024, an estimated $8.71K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Jabil in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Jabil position peaked at $8.71K in Q1 2024.
  • 682 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.