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Simplicity Wealth’s Jabil JBL Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-1,854
Closed -$403K – 736
2025
Q3 		$403K Buy
1,854
+660
+55% +$144K 0.02% 494
2025
Q2 		$260K Buy
+1,194
New +$194K 0.01% 543
2024
Q3 		– Sell
-2,365
Closed -$257K – 849
2024
Q2 		$257K Buy
2,365
+321
+16% +$38.9K 0.01% 1004
2024
Q1 		$274K Buy
+2,044
New +$274K 0.01% 952

Other funds holding JBL

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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simplicity Wealth's JBL Position: Q4 2025 in Review

Simplicity Wealth sold out of Jabil (JBL) in Q4 2025, closing a stake of 1,854 shares — an estimated $403K sold.

Simplicity Wealth first reported a position in JBL in Q1 2024 and held it in 4 quarters. The position peaked at $403K in Q3 2025. 924 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

  • Simplicity Wealth reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 1,854 Jabil shares in Q4 2025, an estimated $403K.
  • Simplicity Wealth first reported a position in Jabil in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Jabil position peaked at $403K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.