Kepler Cheuvreux’s Jacobs Solutions J Stock Holding History

Kepler Cheuvreux’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	–	Sell	-21,197	Closed	-$2.7M	–	186
2026 Q1	$2.7M	Buy	21,197 +4,880	+30%	+$663K	0.18%	90
2025 Q4	$2.16M	Buy	+16,317	New	+$2.39M	0.12%	109

Other funds holding J

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kepler Cheuvreux's J Position: Q2 2026 in Review

Kepler Cheuvreux sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 21,197 shares — an estimated $2.7M sold.

Kepler Cheuvreux first reported a position in J in Q4 2025 and held it in 2 quarters. The position peaked at $2.7M in Q1 2026. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

Kepler Cheuvreux reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Kepler Cheuvreux sold 21,197 Jacobs Solutions shares in Q2 2026, an estimated $2.7M.
Kepler Cheuvreux first reported a position in Jacobs Solutions in Q4 2025 and held it in 2 quarters.
Kepler Cheuvreux's Jacobs Solutions position peaked at $2.7M in Q1 2026.
879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.