JKA
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Jones Kertz & Associates’s Jabil JBL Stock Holding History

Jones Kertz & Associates’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 		$14.1M Sell
36,459
-2,310
-6% -$798K 6.48% 4
2026
Q1 		$10.3M Sell
38,769
-530
-1% -$134K 5.47% 4
2025
Q4 		$8.96M Buy
+39,299
New +$8.38M 4.61% 4

Other funds holding JBL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Jones Kertz & Associates's JBL Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Jabil (JBL) stake by 6% in Q2 2026, selling an estimated $798K and leaving 36,459 shares worth $14.1M. The position accounts for 6.48% of the portfolio, ranked #4.

Jones Kertz & Associates first reported a position in JBL in Q4 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Jones Kertz & Associates held 36,459 shares of Jabil worth $14.1M as of Q2 2026.
  • Jones Kertz & Associates sold 2,310 Jabil shares in Q2 2026, an estimated $798K.
  • Jabil made up 6.48% of Jones Kertz & Associates's portfolio in Q2 2026, its #4 holding.
  • Jones Kertz & Associates first reported a position in Jabil in Q4 2025 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.