KWM
J icon

Keebeck Wealth Management’s Jacobs Solutions J Stock Holding History

Keebeck Wealth Management’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
Q1 		$2.3M Sell
18,079
-14,822
-45% -$2.02M 0.26% 100
2025
Q4 		$4.36M Sell
32,901
-538
-2% -$78.9K 0.5% 52
2025
Q3 		$5.01M Buy
33,439
+717
+2% +$103K 0.59% 47
2025
Q2 		$4.3M Sell
32,722
-2,314
-7% -$285K 0.56% 49
2025
Q1 		$4.19M Sell
35,036
-128
-0.4% -$16.5K 0.62% 47
2024
Q4 		$4.65M Buy
35,164
+9,910
+39% +$1.36M 0.67% 40
2024
Q3 		$3.27M Sell
25,254
-5,650
-18% -$681K 0.47% 63
2024
Q2 		$3.57M Buy
+30,904
New +$3.62M 0.52% 55

Other funds holding J

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return