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Sheaff Brock Investment Advisors’s Jacobs Solutions J Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$847K Hold
7,080
– – 0.08% 186
2024
Q4 		$937K Buy
7,080
+808
+13% +$111K 0.08% 171
2024
Q3 		$813K Sell
6,272
-1,840
-23% -$222K 0.07% 194
2024
Q2 		$937K Sell
8,112
-1,814
-18% -$213K 0.09% 173
2024
Q1 		$1.26M Sell
9,926
-423
-4% -$49.6K 0.08% 156
2023
Q4 		$1.11M Hold
10,349
– – 0.09% 166
2023
Q3 		$1.17M Buy
+10,349
New +$1.12M 0.11% 146

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's J Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Jacobs Solutions (J) position steady in Q1 2025 at 7,080 shares worth $847K. The position accounts for 0.08% of the portfolio, ranked #186.

Sheaff Brock Investment Advisors first reported a position in J in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Sheaff Brock Investment Advisors held 7,080 shares of Jacobs Solutions worth $847K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Jacobs Solutions share count unchanged in Q1 2025.
  • Jacobs Solutions made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #186 holding.
  • Sheaff Brock Investment Advisors first reported a position in Jacobs Solutions in Q3 2023 and has held it in 7 quarters since.
  • Sheaff Brock Investment Advisors's Jacobs Solutions position peaked at $1.26M in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.