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Independent Advisor Alliance’s Jabil JBL Stock Holding History

Independent Advisor Alliance’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 		$2.36M Sell
6,125
-526
-8% -$182K 0.06% 243
2026
Q1 		$1.77M Sell
6,651
-673
-9% -$170K 0.02% 600
2025
Q4 		$1.67M Sell
7,324
-5,128
-41% -$1.09M 0.04% 341
2025
Q3 		$2.7M Buy
12,452
+5,004
+67% +$1.09M 0.07% 235
2025
Q2 		$1.62M Buy
7,448
+4,333
+139% +$702K 0.05% 320
2025
Q1 		$424K Sell
3,115
-671
-18% -$103K 0.01% 571
2024
Q4 		$545K Buy
3,786
+1,329
+54% +$174K 0.01% 935
2024
Q3 		$294K Hold
2,457
– – 0.01% 572
2024
Q2 		$267K Buy
2,457
+31
+1% +$3.76K 0.01% 601
2024
Q1 		$325K Sell
2,426
-29
-1% -$3.89K 0.01% 551
2023
Q4 		$313K Buy
2,455
+9
+0.4% +$1.15K 0.01% 543
2023
Q3 		$310K Hold
2,446
– – 0.01% 511
2023
Q2 		$264K Hold
2,446
– – 0.01% 555
2023
Q1 		$216K Buy
+2,446
New +$197K 0.01% 597
2021
Q1 		– Sell
-18,816
Closed -$800K – 626
2020
Q4 		$800K Buy
+18,816
New +$713K 0.05% 250

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Independent Advisor Alliance's JBL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Jabil (JBL) stake by 7.9% in Q2 2026, selling an estimated $182K and leaving 6,125 shares worth $2.36M. The position accounts for 0.06% of the portfolio, ranked #243.

Independent Advisor Alliance first reported a position in JBL in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.7M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Independent Advisor Alliance held 6,125 shares of Jabil worth $2.36M as of Q2 2026.
  • Independent Advisor Alliance sold 526 Jabil shares in Q2 2026, an estimated $182K.
  • Jabil made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #243 holding.
  • Independent Advisor Alliance first reported a position in Jabil in Q4 2020 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Jabil position peaked at $2.7M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.