InceptionR’s Jacobs Solutions J Stock Holding History

InceptionR’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 Q4	–	Sell	-1,990	Closed	-$298K	–	732
2025 Q3	$298K	Buy	+1,990	New	+$286K	0.07%	467
2025 Q2	–	Sell	-5,584	Closed	-$668K	–	743
2025 Q1	$668K	Sell	5,584 -4,219	-43%	-$543K	0.2%	193
2024 Q4	$1.3M	Buy	+9,803	New	+$1.35M	0.29%	99
2024 Q1	–	Sell	-7,169	Closed	-$770K	–	650
2023 Q4	$770K	Buy	+7,169	New	+$780K	0.55%	26
2023 Q1	–	Sell	-4,194	Closed	-$417K	–	507
2022 Q4	$417K	Buy	+4,194	New	+$412K	0.22%	203

Other funds holding J

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

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

Allspring Global Investments

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