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MorganRosel Wealth Management’s Jabil JBL Stock Holding History

MorganRosel 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
2026
Q2 		$1.14M Buy
2,945
+147
+5% +$50.8K 0.38% 45
2026
Q1 		$743K Sell
2,798
-3,646
-57% -$918K 0.29% 61
2025
Q4 		$1.47M Sell
6,444
-93
-1% -$19.8K 0.37% 46
2025
Q3 		$1.42M Buy
+6,537
New +$1.42M 0.37% 45

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MorganRosel Wealth Management's JBL Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Jabil (JBL) stake by 5.3% in Q2 2026, buying an estimated $50.8K and bringing the position to 2,945 shares worth $1.14M. The position accounts for 0.38% of the portfolio, ranked #45.

MorganRosel Wealth Management first reported a position in JBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2025. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • MorganRosel Wealth Management held 2,945 shares of Jabil worth $1.14M as of Q2 2026.
  • MorganRosel Wealth Management bought 147 Jabil shares in Q2 2026, an estimated $50.8K.
  • Jabil made up 0.38% of MorganRosel Wealth Management's portfolio in Q2 2026, its #45 holding.
  • MorganRosel Wealth Management first reported a position in Jabil in Q3 2025 and has held it in 4 quarters since.
  • MorganRosel Wealth Management's Jabil position peaked at $1.47M in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.