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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JFS Wealth Advisors's J Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Jacobs Solutions (J) stake by 29% in Q2 2026, selling an estimated $2.46K and leaving 50 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

JFS Wealth Advisors first reported a position in J in Q4 2017 and has held it in 20 quarters since. The position peaked at $18K in Q1 2022. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • JFS Wealth Advisors held 50 shares of Jacobs Solutions worth $6.3K as of Q2 2026.
  • JFS Wealth Advisors sold 20 Jacobs Solutions shares in Q2 2026, an estimated $2.46K.
  • Jacobs Solutions made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1192 holding.
  • JFS Wealth Advisors first reported a position in Jacobs Solutions in Q4 2017 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Jacobs Solutions position peaked at $18K in Q1 2022.
  • 871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.