JWA
J icon

JFS Wealth Advisors’s Jacobs Solutions J Stock Holding History

JFS 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
2026
Q2 		$6.3K Sell
50
-20
-29% -$2.46K ﹤0.01% 1192
2026
Q1 		$8.9K Buy
70
+5
+8% +$680 ﹤0.01% 995
2025
Q4 		$8.6K Buy
65
+25
+63% +$3.67K ﹤0.01% 1041
2025
Q3 		$5.97K Hold
40
– – ﹤0.01% 1056
2025
Q2 		$5.23K Sell
40
-51
-56% -$6.29K ﹤0.01% 1070
2025
Q1 		$10.8K Sell
91
-8
-8% -$1.03K ﹤0.01% 857
2024
Q4 		$13K Hold
99
– – ﹤0.01% 777
2024
Q3 		$12.8K Sell
99
-17
-15% -$2.05K ﹤0.01% 776
2024
Q2 		$13.3K Hold
116
– – ﹤0.01% 708
2024
Q1 		$14.8K Hold
116
– – ﹤0.01% 695
2023
Q4 		$12.5K Buy
116
+6
+5% +$653 ﹤0.01% 708
2023
Q3 		$12.5K Buy
110
+35
+47% +$3.77K ﹤0.01% 656
2023
Q2 		$7.41K Hold
75
– – ﹤0.01% 837
2023
Q1 		$7.32K Sell
75
-29
-28% -$2.89K ﹤0.01% 840
2022
Q4 		$10.3K Sell
104
-5
-5% -$491 ﹤0.01% 697
2022
Q3 		$10K Sell
109
-11
-9% -$1.14K ﹤0.01% 727
2022
Q2 		$13K Sell
120
-40
-25% -$4.48K ﹤0.01% 697
2022
Q1 		$18K Buy
+160
New +$17.2K ﹤0.01% 633
2018
Q2 		– Sell
-144
Closed -$7K – 512
2018
Q1 		$7K Hold
144
– – ﹤0.01% 396
2017
Q4 		$8K Buy
+144
New +$7.39K ﹤0.01% 392

Other funds holding J

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return