JP Morgan Private Wealth Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $507K | Sell |
4,490
-71
| -2% | -$7.65K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $449K | Sell |
4,561
-3,279
| -42% | -$313K | ﹤0.01% | 1079 |
|
|
2023
Q1 | $762K | Sell |
7,840
-119
| -1% | -$11.9K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $790K | Buy |
7,959
+804
| +11% | +$79K | ﹤0.01% | 1263 |
|
|
2022
Q3 | $642K | Sell |
7,155
-747
| -9% | -$77.4K | ﹤0.01% | 1352 |
|
|
2022
Q2 | $831K | Sell |
7,902
-1,258
| -14% | -$141K | ﹤0.01% | 1230 |
|
|
2022
Q1 | $1.04M | Sell |
9,160
-47,816
| -84% | -$5.13M | ﹤0.01% | 1205 |
|
|
2021
Q4 | $6.56M | Buy |
56,976
+14,706
| +35% | +$1.7M | 0.01% | 540 |
|
|
2021
Q3 | $4.63M | Buy |
42,270
+27,304
| +182% | +$3.02M | 0.01% | 611 |
|
|
2021
Q2 | $1.65M | Buy |
14,966
+9,134
| +157% | +$1.03M | ﹤0.01% | 963 |
|
|
2021
Q1 | $624K | Buy |
5,832
+151
| +3% | +$14.4K | ﹤0.01% | 1238 |
|
|
2020
Q4 | $512K | Buy |
5,681
+706
| +14% | +$59.8K | ﹤0.01% | 1284 |
|
|
2020
Q3 | $382K | Buy |
4,975
+408
| +9% | +$29.8K | ﹤0.01% | 1262 |
|
|
2020
Q2 | $320K | Buy |
4,567
+628
| +16% | +$42.3K | ﹤0.01% | 1284 |
|
|
2020
Q1 | $258K | Sell |
3,939
-3,661
| -48% | -$275K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $565K | Buy |
7,600
+590
| +8% | +$44.7K | ﹤0.01% | 1005 |
|
|
2019
Q3 | $531K | Sell |
7,010
-357
| -5% | -$25.5K | ﹤0.01% | 983 |
|
|
2019
Q2 | $514K | Sell |
7,367
-1,215
| -14% | -$78.4K | ﹤0.01% | 975 |
|
|
2019
Q1 | $534K | Buy |
8,582
+1,300
| +18% | +$73.2K | ﹤0.01% | 1010 |
|
|
2018
Q4 | $352K | Buy |
7,282
+1,981
| +37% | +$113K | ﹤0.01% | 1095 |
|
|
2018
Q3 | $335K | Buy |
5,301
+84
| +2% | +$4.93K | ﹤0.01% | 1236 |
|
|
2018
Q2 | $274K | Buy |
5,217
+321
| +7% | +$16.5K | ﹤0.01% | 1239 |
|
|
2018
Q1 | $239K | Sell |
4,896
-90
| -2% | -$4.76K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $272K | Sell |
4,986
-355
| -7% | -$18.2K | ﹤0.01% | 1084 |
|
|
2017
Q3 | $257K | Sell |
5,341
-1,752
| -25% | -$78.3K | ﹤0.01% | 1076 |
|
|
2017
Q2 | $319K | Sell |
7,093
-14,803
| -68% | -$658K | ﹤0.01% | 990 |
|
|
2017
Q1 | $1M | Buy |
21,896
+1,084
| +5% | +$51.3K | 0.01% | 626 |
|
|
2016
Q4 | $982K | Sell |
20,812
-6,159
| -23% | -$284K | 0.01% | 602 |
|
|
2016
Q3 | $1.15M | Buy |
26,971
+254
| +1% | +$11K | 0.01% | 560 |
|
|
2016
Q2 | $1.1M | Sell |
26,717
-670
| -2% | -$26.4K | 0.01% | 577 |
|
|
2016
Q1 | $987K | Buy |
27,387
+4,651
| +20% | +$152K | 0.01% | 559 |
|
|
2015
Q4 | $789K | Sell |
22,736
-9,714
| -30% | -$333K | 0.01% | 585 |
|
|
2015
Q3 | $1M | Buy |
32,450
+2,867
| +10% | +$95.9K | 0.01% | 469 |
|
|
2015
Q2 | $994K | Buy |
29,583
+21,037
| +246% | +$768K | 0.01% | 505 |
|
|
2015
Q1 | $319K | Buy |
8,546
+81
| +1% | +$2.84K | ﹤0.01% | 866 |
|
|
2014
Q4 | $313K | Buy |
8,465
+476
| +6% | +$18.1K | ﹤0.01% | 859 |
|
|
2014
Q3 | $323K | Sell |
7,989
-1,296
| -14% | -$56.5K | ﹤0.01% | 825 |
|
|
2014
Q2 | $409K | Sell |
9,285
-1,090
| -11% | -$51.9K | 0.01% | 622 |
|
|
2014
Q1 | $545K | Buy |
10,375
+179
| +2% | +$9.22K | 0.01% | 545 |
|
|
2013
Q4 | $531K | Sell |
10,196
-2,539
| -20% | -$126K | 0.01% | 441 |
|
|
2013
Q3 | $613K | Buy |
+12,735
| New | +$619K | 0.01% | 394 |
|
Other funds holding J
RCG
JP Morgan Private Wealth Advisors's J Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Jacobs Solutions (J) stake by 1.6% in Q3 2023, selling an estimated $7.65K and leaving 4,490 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.
JP Morgan Private Wealth Advisors first reported a position in J in Q3 2013 and has held it in 41 quarters since. The position peaked at $6.56M in Q4 2021. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.
- JP Morgan Private Wealth Advisors held 4,490 shares of Jacobs Solutions worth $507K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 71 Jacobs Solutions shares in Q3 2023, an estimated $7.65K.
- Jacobs Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1242 holding.
- JP Morgan Private Wealth Advisors first reported a position in Jacobs Solutions in Q3 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Jacobs Solutions position peaked at $6.56M in Q4 2021.
- 738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.