KLEIN PAVLIS & PEASLEY FINANCIAL, INC. JBL β€” JABIL INC

Ownership history in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.  Β·  2 quarters on record

AI Ownership Summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported JABIL INC (JBL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2026 Q1. The latest visible filing shows JBL at 0.92% 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 JBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s position in JABIL 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

JBL was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% 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
2025 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 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held JBL β€” position size vs. price
% of Fund (quarterly)    JBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 6,235 -421 -6.3% 0.92% $1.7M 2026-04-23 $338.45
2025 Q4 INITIATED β€” β€” β€” 6,656 β€” β€” 0.89% $1.5M 2026-01-14 $241.21

FAQ About KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and JBL

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

How long has KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported owning JBL?

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported JBL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JBL position in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for JBL was 0.92% in 2026 Q1.

What is the latest reported JBL position on this page?

The most recent filing on this page is 2026 Q1, when KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 6,235 shares, equal to 0.92% of portfolio, with an estimated market value of $1.7M.

What does the chart on this JBL ownership page compare?

The chart compares KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s quarterly JBL 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.

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