Modern Wealth Management’s Jabil JBL Stock Holding History

Modern Wealth Management’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
2025 Q2	–	Sell	-1,762	Closed	-$240K	–	791
2025 Q1	$240K	Buy	+1,762	New	+$271K	0.01%	592

Other funds holding JBL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TYCC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Modern Wealth Management's JBL Position: Q2 2025 in Review

Modern Wealth Management sold out of Jabil (JBL) in Q2 2025, closing a stake of 1,762 shares — an estimated $240K sold.

Modern Wealth Management first reported a position in JBL in Q1 2025 and held it in 1 quarter. The position peaked at $240K in Q1 2025. 876 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

Modern Wealth Management reported no remaining Jabil position as of Q2 2025 after selling out during the quarter.
Modern Wealth Management sold 1,762 Jabil shares in Q2 2025, an estimated $240K.
Modern Wealth Management first reported a position in Jabil in Q1 2025 and held it in 1 quarter.
Modern Wealth Management's Jabil position peaked at $240K in Q1 2025.
876 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.