Position in JBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,196,527
+$956,773 QoQ
Shares Held
3,104
+76.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#540
of 1,106 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $7,553,985 across 6 Electronic Components names. JBL ranks #3 (15.8% of the industry book) .
All Filings in JBL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,527 | 3,104 | Shares | Other | 2026-08-14 | |
| 2025-03-31 | $239,754 | 1,762 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||