JP Morgan Private Wealth Advisors’s Jabil JBL Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$8.96M	Sell	70,589 -1,454	-2%	-$159K	0.03%	389
2023 Q2	$7.78M	Sell	72,043 -12,011	-14%	-$1.06M	0.04%	269
2023 Q1	$7.41M	Buy	84,054 +69,802	+490%	+$5.62M	0.02%	495
2022 Q4	$972K	Buy	14,252 +841	+6%	+$55.6K	﹤0.01%	1162
2022 Q3	$774K	Buy	13,411 +1,258	+10%	+$73.2K	﹤0.01%	1260
2022 Q2	$622K	Sell	12,153 -689	-5%	-$39.9K	﹤0.01%	1367
2022 Q1	$793K	Buy	12,842 +3,646	+40%	+$225K	﹤0.01%	1320
2021 Q4	$647K	Sell	9,196 -18	-0.2%	-$1.14K	﹤0.01%	1444
2021 Q3	$538K	Sell	9,214 -11,181	-55%	-$665K	﹤0.01%	1473
2021 Q2	$1.19M	Buy	+20,395	New	+$1.12M	﹤0.01%	1110

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JBL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Jabil (JBL) stake by 2% in Q3 2023, selling an estimated $159K and leaving 70,589 shares worth $8.96M. The position accounts for 0.03% of the portfolio, ranked #389.

JP Morgan Private Wealth Advisors first reported a position in JBL in Q2 2021 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

JP Morgan Private Wealth Advisors held 70,589 shares of Jabil worth $8.96M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,454 Jabil shares in Q3 2023, an estimated $159K.
Jabil made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #389 holding.
JP Morgan Private Wealth Advisors first reported a position in Jabil in Q2 2021 and has held it in 10 quarters since.
627 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.