F/m Investments LLC J — JACOBS SOLUTIONS INC

Ownership history in F/m Investments LLC  ·  8 quarters on record

AI Ownership Summary

F/m Investments LLC reported JACOBS SOLUTIONS INC (J) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows J at 0.65% 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.

What this J ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in JACOBS SOLUTIONS 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 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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.

J stock page F/m Investments LLC fund profile F/m Investments LLC full holdings
How F/m Investments LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 77,262 +1,696 +2.2% 0.65% $9.9M 2026-05-11 $116.65
2025 Q4 REDUCED — — — 75,566 -1,913 -2.5% 0.38% $10.0M 2026-02-03 $132.15
2025 Q3 ADDED — — — 77,479 +100 +0.1% 0.45% $11.6M 2025-11-13 $151.95
2025 Q2 REDUCED — — — 77,379 -425 -0.5% 0.37% $10.2M 2025-08-13 $150.62
2025 Q1 REDUCED — — — 77,804 -375 -0.5% 0.37% $9.4M 2025-05-14 $123.37
2024 Q4 REDUCED 28.9% -9.3% ✅ 78,179 -31,810 -28.9% 0.39% $10.4M 2025-02-13 $127.10
2024 Q3 REDUCED — — — 109,989 -1,047 -0.9% 0.45% $14.4M 2024-10-29 $139.27
2024 Q2 INITIATED — — — 111,036 — — 0.56% $15.5M 2024-07-29 $118.52

🏢 Other funds also holding J

As of 2026 Q1 — sorted by position size

L1 Capital International Pty Ltd 5.42% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.53% Two Point Capital Management, Inc. 3Y 4.25% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 4.2% West Tower Group, LLC 3Y 3.57% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.31% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 3.22% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 2.98% American Trust Investment Advisors, LLC 3Y 7Y 2.59% Paragon Capital Management LLC 3Y 7Y 2.49%

FAQ About F/m Investments LLC and J

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

How long has F/m Investments LLC reported owning J?

F/m Investments LLC reported J across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported J position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for J was 0.65% in 2026 Q1.

What is the latest reported J position on this page?

The most recent filing on this page is 2026 Q1, when F/m Investments LLC reported 77,262 shares, equal to 0.65% of portfolio, with an estimated market value of $9.9M.

What does the chart on this J ownership page compare?

The chart compares F/m Investments LLC'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 F/m Investments LLC time their J position?

Based on 13F filing dates vs. subsequent J price moves, F/m Investments LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on J relative to SPY over the holding period was -17.5%.

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