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Orion Portfolio Solutions’s Jabil JBL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$425K Sell
3,125
-1,573
-33% -$242K ﹤0.01% 1483
2024
Q4 		$676K Buy
4,698
+2,773
+144% +$364K 0.01% 1236
2024
Q3 		$231K Sell
1,925
-474
-20% -$51.5K ﹤0.01% 1648
2024
Q2 		$261K Buy
2,399
+488
+26% +$59.1K ﹤0.01% 1514
2024
Q1 		$256K Sell
1,911
-1,145
-37% -$154K ﹤0.01% 1519
2023
Q4 		$393K Buy
3,056
+462
+18% +$58.8K ﹤0.01% 1302
2023
Q3 		$329K Buy
2,594
+339
+15% +$37.1K ﹤0.01% 1341
2023
Q2 		$243K Sell
2,255
-40
-2% -$3.52K ﹤0.01% 1489
2023
Q1 		$202K Buy
+2,295
New +$185K ﹤0.01% 1499
2020
Q3 		– Sell
-2,020
Closed -$65K – 1269
2020
Q2 		$65K Sell
2,020
-858
-30% -$24.7K ﹤0.01% 646
2020
Q1 		$71K Buy
2,878
+178
+7% +$6.21K ﹤0.01% 514
2019
Q4 		$112K Buy
+2,700
New +$104K 0.01% 398

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's JBL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Jabil (JBL) stake by 33% in Q1 2025, selling an estimated $242K and leaving 3,125 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Orion Portfolio Solutions first reported a position in JBL in Q4 2019 and has held it in 12 quarters since. The position peaked at $676K in Q4 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Orion Portfolio Solutions held 3,125 shares of Jabil worth $425K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,573 Jabil shares in Q1 2025, an estimated $242K.
  • Jabil made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1483 holding.
  • Orion Portfolio Solutions first reported a position in Jabil in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Jabil position peaked at $676K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.