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Independent Solutions Wealth Management’s Jabil JBL Stock Holding History

Independent Solutions Wealth Management’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
-1,960
Closed -$263K – 170
2024
Q1 		$263K Sell
1,960
-455
-19% -$61.1K 0.06% 154
2023
Q4 		$308K Sell
2,415
-559
-19% -$71.2K 0.08% 142
2023
Q3 		$377K Sell
2,974
-258
-8% -$28.2K 0.1% 145
2023
Q2 		$349K Sell
3,232
-155
-5% -$13.6K 0.09% 153
2023
Q1 		$299K Sell
3,387
-48
-1% -$3.87K 0.09% 161
2022
Q4 		$234K Sell
3,435
-128
-4% -$8.46K 0.07% 194
2022
Q3 		$206K Sell
3,563
-615
-15% -$35.8K 0.07% 203
2022
Q2 		$214K Buy
+4,178
New +$242K 0.07% 203

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return