UMB Bank’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $653K | Sell |
5,134
-621
| -11% | -$84.4K | 0.01% | 427 |
|
|
2025
Q4 | $762K | Buy |
5,755
+244
| +4% | +$35.8K | 0.01% | 406 |
|
|
2025
Q3 | $826K | Sell |
5,511
-1,182
| -18% | -$170K | 0.01% | 357 |
|
|
2025
Q2 | $880K | Sell |
6,693
-510
| -7% | -$62.9K | 0.01% | 341 |
|
|
2025
Q1 | $862K | Sell |
7,203
-26
| -0.4% | -$3.35K | 0.01% | 340 |
|
|
2024
Q4 | $956K | Sell |
7,229
-1,106
| -13% | -$152K | 0.02% | 329 |
|
|
2024
Q3 | $1.08M | Sell |
8,335
-1,633
| -16% | -$197K | 0.02% | 321 |
|
|
2024
Q2 | $1.15M | Sell |
9,968
-13,120
| -57% | -$1.54M | 0.02% | 300 |
|
|
2024
Q1 | $2.94M | Sell |
23,088
-81,935
| -78% | -$9.61M | 0.05% | 205 |
|
|
2023
Q4 | $11.3M | Sell |
105,023
-44
| -0% | -$4.79K | 0.16% | 110 |
|
|
2023
Q3 | $11.9M | Sell |
105,067
-8,355
| -7% | -$900K | 0.19% | 110 |
|
|
2023
Q2 | $11.2M | Buy |
113,422
+2,339
| +2% | +$223K | 0.17% | 120 |
|
|
2023
Q1 | $10.8M | Sell |
111,083
-669
| -0.6% | -$66.8K | 0.17% | 119 |
|
|
2022
Q4 | $11.1M | Buy |
+111,752
| New | +$11M | 0.18% | 119 |
|
|
2022
Q3 | – | Sell |
-113,096
| Closed | -$11.9M | – | 1872 |
|
|
2022
Q2 | $11.9M | Sell |
113,096
-2,291
| -2% | -$256K | 0.19% | 119 |
|
|
2022
Q1 | $13.2M | Sell |
115,387
-73
| -0.1% | -$7.83K | 0.17% | 123 |
|
|
2021
Q4 | $13.3M | Buy |
115,460
+105,832
| +1,099% | +$12.2M | 0.17% | 131 |
|
|
2021
Q3 | $1.05M | Buy |
9,628
+1,934
| +25% | +$214K | 0.02% | 234 |
|
|
2021
Q2 | $849K | Hold |
7,694
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $822K | Buy |
7,694
+1,209
| +19% | +$115K | 0.02% | 242 |
|
|
2020
Q4 | $584K | Buy |
6,485
+2,980
| +85% | +$253K | 0.02% | 268 |
|
|
2020
Q3 | $246K | Hold |
3,505
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $246K | Hold |
3,505
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $230K | Buy |
3,505
+44
| +1% | +$3.31K | 0.01% | 304 |
|
|
2019
Q4 | $257K | Sell |
3,461
-7,892
| -70% | -$597K | 0.01% | 323 |
|
|
2019
Q3 | $859 | Sell |
11,353
-5,201
| -31% | -$372K | 0.02% | 233 |
|
|
2019
Q2 | $1.16K | Sell |
16,554
-4,662
| -22% | -$301K | 0.03% | 207 |
|
|
2019
Q1 | $1.32M | Buy |
21,216
+14,227
| +204% | +$801K | 0.04% | 197 |
|
|
2018
Q4 | $338 | Hold |
6,989
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $442K | Hold |
6,989
| – | – | 0.01% | 264 |
|
|
2018
Q2 | $367K | Sell |
6,989
-1,100
| -14% | -$56.6K | 0.01% | 271 |
|
|
2018
Q1 | $395K | Sell |
8,089
-611
| -7% | -$32.3K | 0.01% | 264 |
|
|
2017
Q4 | $474K | Sell |
8,700
-1,982
| -19% | -$102K | 0.02% | 254 |
|
|
2017
Q3 | $515K | Buy |
10,682
+689
| +7% | +$30.8K | 0.02% | 244 |
|
|
2017
Q2 | $450K | Sell |
9,993
-176
| -2% | -$7.83K | 0.02% | 248 |
|
|
2017
Q1 | $465K | Sell |
10,169
-362
| -3% | -$17.1K | 0.02% | 246 |
|
|
2016
Q4 | $496K | Buy |
10,531
+985
| +10% | +$45.4K | 0.02% | 231 |
|
|
2016
Q3 | $408K | Sell |
9,546
-363
| -4% | -$15.7K | 0.02% | 256 |
|
|
2016
Q2 | $409K | Sell |
9,909
-937
| -9% | -$36.9K | 0.02% | 251 |
|
|
2016
Q1 | $390K | Sell |
10,846
-326
| -3% | -$10.6K | 0.02% | 254 |
|
|
2015
Q4 | $388K | Sell |
11,172
-320
| -3% | -$11K | 0.02% | 258 |
|
|
2015
Q3 | $356K | Sell |
11,492
-100
| -0.9% | -$3.34K | 0.02% | 223 |
|
|
2015
Q2 | $389 | Sell |
11,592
-1,346
| -10% | -$49.2K | 0.02% | 233 |
|
|
2015
Q1 | $484 | Hold |
12,938
| – | – | 0.02% | 215 |
|
|
2014
Q4 | $478K | Buy |
12,938
+4,265
| +49% | +$163K | 0.02% | 216 |
|
|
2014
Q3 | $350 | Hold |
8,673
| – | – | 0.02% | 234 |
|
|
2014
Q2 | $382K | Buy |
8,673
+1,347
| +18% | +$64.1K | 0.02% | 232 |
|
|
2014
Q1 | $384K | Sell |
7,326
-242
| -3% | -$12.5K | 0.02% | 230 |
|
|
2013
Q4 | $394 | Sell |
7,568
-1,224
| -14% | -$60.6K | 0.02% | 228 |
|
|
2013
Q3 | $423 | Buy |
8,792
+414
| +5% | +$20.1K | 0.02% | 221 |
|
|
2013
Q2 | $382 | Buy |
+8,378
| New | +$372K | 0.02% | 220 |
|
Other funds holding J
VCM
VPM
