NewSquare Capital’s Jacobs Solutions J Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-33	Closed	-$4.34K	–	714
2025 Q2	$4.34K	Buy	33 +21	+175%	+$2.59K	﹤0.01%	839
2025 Q1	$1.45K	Buy	12 +9	+300%	+$1.16K	﹤0.01%	883
2024 Q4	$401	Buy	+3	New	+$413	﹤0.01%	749
2016 Q4	–	Sell	-538	Closed	-$23K	–	397
2016 Q3	$23K	Hold	538	–	–	0.01%	198
2016 Q2	$22K	Hold	538	–	–	0.01%	207
2016 Q1	$19K	Hold	538	–	–	0.01%	231
2015 Q4	$19K	Hold	538	–	–	0.01%	206
2015 Q3	$17K	Hold	538	–	–	0.01%	202
2015 Q2	$18K	Hold	538	–	–	0.01%	216
2015 Q1	$20K	Hold	538	–	–	0.01%	199
2014 Q4	$20K	Hold	538	–	–	0.01%	210
2014 Q3	$22K	Hold	538	–	–	0.01%	209
2014 Q2	$24K	Hold	538	–	–	0.01%	186
2014 Q1	$28K	Hold	538	–	–	0.01%	163
2013 Q4	$28K	Hold	538	–	–	0.01%	145
2013 Q3	$26K	Buy	+538	New	+$26.2K	0.01%	139

Other funds holding J

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

Geode Capital Management

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return