JBL — JABIL INC

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in JABIL INC (JBL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,854 +660 +55.3% 0.02% $403K $217.02
2025 Q2 REDUCED 1,194 -1,171 -49.5% 0.01% $260K $217.86
2024 Q2 ADDED 2,365 +321 +15.7% 0.01% $257K $108.42
2024 Q1 INITIATED 2,044 — — 0.01% $274K —
% of Fund (quarterly)    JBL price (monthly, adj. close)

Other funds also holding JBL

As of 2025 Q4 — sorted by position size

Texas Yale Capital Corp. 3Y 7Y 44.09% Praesidium Investment Management Company, LLC 3Y 7Y 14.73% North Growth Management Ltd. 3Y 7Y 7.29% Access Investment Management LLC 7.17% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 5.35% Eastover Investment Advisors LLC 3Y 7Y 5.1% Blue Door Asset Management, LLC 3Y 3.89% Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3.23% CCM INVESTMENT ADVISERS LLC 3Y 7Y 2.87% Titan Investment Management LLC 2.75%
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