HHM Wealth Advisors’s Jacobs Solutions J Stock Holding History

HHM Wealth Advisors’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
2025 Q1	–	Sell	-2	Closed	-$268	–	989
2024 Q4	$268	Buy	+2	New	+$275	﹤0.01%	953

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's J Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 2 shares — an estimated $268 sold.

HHM Wealth Advisors first reported a position in J in Q4 2024 and held it in 1 quarter. The position peaked at $268 in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

HHM Wealth Advisors reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 2 Jacobs Solutions shares in Q1 2025, an estimated $268.
HHM Wealth Advisors first reported a position in Jacobs Solutions in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's Jacobs Solutions position peaked at $268 in Q4 2024.
831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.