Optimum Investment Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.1K | Hold |
501
| – | – | 0.03% | 294 |
|
|
2025
Q2 | $65.9K | Sell |
501
-5
| -1% | -$617 | 0.03% | 304 |
|
|
2025
Q1 | $60.6K | Hold |
506
| – | – | 0.03% | 313 |
|
|
2024
Q4 | $67K | Hold |
506
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $65.6K | Sell |
506
-100
| -17% | -$12.1K | 0.03% | 322 |
|
|
2024
Q2 | $70.1K | Hold |
606
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $77.1K | Hold |
606
| – | – | 0.04% | 307 |
|
|
2023
Q4 | $65K | Hold |
606
| – | – | 0.03% | 321 |
|
|
2023
Q3 | $68.4K | Hold |
606
| – | – | 0.04% | 322 |
|
|
2023
Q2 | $59.5K | Buy |
606
+2
| +0.3% | +$191 | 0.03% | 351 |
|
|
2023
Q1 | $58.8K | Hold |
604
| – | – | 0.03% | 351 |
|
|
2022
Q4 | $60.1K | Sell |
604
-121
| -17% | -$11.9K | 0.03% | 351 |
|
|
2022
Q3 | $65K | Hold |
725
| – | – | 0.04% | 341 |
|
|
2022
Q2 | $76K | Hold |
725
| – | – | 0.04% | 327 |
|
|
2022
Q1 | $83K | Hold |
725
| – | – | 0.04% | 340 |
|
|
2021
Q4 | $84K | Hold |
725
| – | – | 0.03% | 369 |
|
|
2021
Q3 | $80K | Hold |
725
| – | – | 0.03% | 368 |
|
|
2021
Q2 | $80K | Buy |
725
+604
| +499% | +$68.3K | 0.03% | 418 |
|
|
2021
Q1 | $13K | Hold |
121
| – | – | ﹤0.01% | 731 |
|
|
2020
Q4 | $11K | Hold |
121
| – | – | ﹤0.01% | 718 |
|
|
2020
Q3 | $9K | Sell |
121
-121
| -50% | -$8.84K | ﹤0.01% | 709 |
|
|
2020
Q2 | $17K | Hold |
242
| – | – | 0.01% | 629 |
|
|
2020
Q1 | $16K | Sell |
242
-242
| -50% | -$18.2K | 0.01% | 619 |
|
|
2019
Q4 | $36K | Hold |
484
| – | – | 0.01% | 575 |
|
|
2019
Q3 | $37K | Sell |
484
-60
| -11% | -$4.29K | 0.01% | 563 |
|
|
2019
Q2 | $38K | Hold |
544
| – | – | 0.01% | 558 |
|
|
2019
Q1 | $34K | Hold |
544
| – | – | 0.01% | 596 |
|
|
2018
Q4 | $26K | Sell |
544
-2,297
| -81% | -$131K | 0.01% | 602 |
|
|
2018
Q3 | $180K | Buy |
2,841
+363
| +15% | +$21.3K | 0.05% | 319 |
|
|
2018
Q2 | $130K | Hold |
2,478
| – | – | 0.04% | 360 |
|
|
2018
Q1 | $121K | Buy |
+2,478
| New | +$131K | 0.04% | 371 |
|
|
2015
Q1 | $133K | Sell |
3,566
-121
| -3% | -$4.25K | 0.04% | 339 |
|
|
2014
Q4 | $136K | Sell |
3,687
-1,814
| -33% | -$69.2K | 0.04% | 320 |
|
|
2014
Q3 | $222K | Hold |
5,501
| – | – | 0.07% | 237 |
|
|
2014
Q2 | $242K | Sell |
5,501
-2,962
| -35% | -$141K | 0.08% | 233 |
|
|
2014
Q1 | $445K | Buy |
8,463
+61
| +0.7% | +$3.14K | 0.17% | 143 |
|
|
2013
Q4 | $438K | Hold |
8,402
| – | – | 0.16% | 144 |
|
|
2013
Q3 | $404K | Buy |
+8,402
| New | +$408K | 0.17% | 142 |
|
Other funds holding J
Optimum Investment Advisors's J Position: Q3 2025 in Review
Optimum Investment Advisors held its Jacobs Solutions (J) position steady in Q3 2025 at 501 shares worth $75.1K. The position accounts for 0.03% of the portfolio, ranked #294.
Optimum Investment Advisors first reported a position in J in Q3 2013 and has held it in 38 quarters since. The position peaked at $445K in Q1 2014. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.
- Optimum Investment Advisors held 501 shares of Jacobs Solutions worth $75.1K as of Q3 2025.
- Optimum Investment Advisors left its Jacobs Solutions share count unchanged in Q3 2025.
- Jacobs Solutions made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #294 holding.
- Optimum Investment Advisors first reported a position in Jacobs Solutions in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Jacobs Solutions position peaked at $445K in Q1 2014.
- 875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.