EVERETT HARRIS & CO /CA/ J JACOBS ENGR GROUP INC

Ownership history in EVERETT HARRIS & CO /CA/  ·  17 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported JACOBS ENGR GROUP INC (J) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q3. The latest visible filing shows J at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this J ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in JACOBS ENGR GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

J was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERETT HARRIS & CO /CA/ held J — position size vs. price
% of Fund (quarterly)    J price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 150,363 +7,304 +5.1% 0.25% $19.1M 2026-05-11 $117.02
2025 Q4 ADDED 143,059 +3,900 +2.8% 0.23% $18.9M 2026-02-11 $141.99
2025 Q3 REDUCED 139,159 -4,305 -3.0% 0.26% $20.9M 2025-11-03 $153.48
2025 Q2 ADDED 143,464 +1,843 +1.3% 0.24% $18.9M 2025-08-08 $147.10
2025 Q1 ADDED 141,621 +7,970 +6.0% 0.22% $17.1M 2025-05-12 $125.03
2024 Q4 ADDED 133,651 +31,658 +31.0% 0.23% $17.9M 2025-01-24 $137.94
2024 Q3 ADDED 101,993 +7,527 +8.0% 0.17% $13.4M 2024-10-18 $140.46
2024 Q2 ADDED 94,466 +200 +0.2% 0.17% $13.2M 2024-08-02 $115.99
2024 Q1 ADDED 94,266 +10,470 +12.5% 0.19% $14.5M 2024-04-19 $116.81
2023 Q4 ADDED 83,796 +20,550 +32.5% 0.16% $10.9M 2024-01-18 $106.80
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and J

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERETT HARRIS & CO /CA/ reported owning J?

EVERETT HARRIS & CO /CA/ reported J across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported J position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for J was 0.26% in 2025 Q3.

What is the latest reported J position on this page?

The most recent filing on this page is 2026 Q1, when EVERETT HARRIS & CO /CA/ reported 150,363 shares, equal to 0.25% of portfolio, with an estimated market value of $19.1M.

What does the chart on this J ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'s quarterly J portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERETT HARRIS & CO /CA/ time their J position?

Based on 13F filing dates vs. subsequent J price moves, EVERETT HARRIS & CO /CA/ correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on J relative to SPY over the holding period was -13.3%.

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