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Integrated Wealth Concepts’s Jabil JBL Stock Holding History

Integrated Wealth Concepts’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 		$931K Buy
2,416
+396
+20% +$137K 0.01% 1255
2026
Q1 		$537K Buy
+2,020
New +$509K ﹤0.01% 1498
2025
Q4 		– Sell
-1,595
Closed -$346K – 1849
2025
Q3 		$346K Buy
1,595
+192
+14% +$41.8K ﹤0.01% 1557
2025
Q2 		$306K Sell
1,403
-1,408
-50% -$228K ﹤0.01% 1536
2025
Q1 		$382K Buy
2,811
+720
+34% +$111K ﹤0.01% 1276
2024
Q4 		$301K Buy
2,091
+228
+12% +$29.9K ﹤0.01% 1359
2024
Q3 		$223K Buy
+1,863
New +$202K ﹤0.01% 1511
2024
Q2 		– Sell
-2,049
Closed -$275K – 1684
2024
Q1 		$275K Buy
2,049
+325
+19% +$43.6K ﹤0.01% 1371
2023
Q4 		$220K Buy
+1,724
New +$220K ﹤0.01% 1421

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

Integrated Wealth Concepts's JBL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Jabil (JBL) stake by 20% in Q2 2026, buying an estimated $137K and bringing the position to 2,416 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #1255.

Integrated Wealth Concepts first reported a position in JBL in Q4 2023 and has held it in 9 quarters since. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Integrated Wealth Concepts held 2,416 shares of Jabil worth $931K as of Q2 2026.
  • Integrated Wealth Concepts bought 396 Jabil shares in Q2 2026, an estimated $137K.
  • Jabil made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1255 holding.
  • Integrated Wealth Concepts first reported a position in Jabil in Q4 2023 and has held it in 9 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.