AR
JBTM

Advisory Research’s JBT Marel JBTM Stock Holding History

Advisory Research’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Buy
140,747
+10,348
+8% +$1.56M 2.21% 17
2025
Q4 		$19.6M Sell
130,399
-1,672
-1% -$236K 2.47% 14
2025
Q3 		$18.5M Sell
132,071
-1,790
-1% -$245K 2.44% 13
2025
Q2 		$16.1M Sell
133,861
-62,220
-32% -$6.95M 2.47% 10
2025
Q1 		$24M Buy
196,081
+9,541
+5% +$1.21M 4.22% 2
2024
Q4 		$23.7M Buy
186,540
+89,900
+93% +$10.4M 3.94% 2
2024
Q3 		$9.52M Buy
96,640
+8,345
+9% +$770K 1.69% 22
2024
Q2 		$8.39M Buy
88,295
+5,185
+6% +$489K 1.58% 22
2024
Q1 		$8.72M Buy
83,110
+63,250
+318% +$6.3M 1.73% 23
2023
Q4 		$1.98M Sell
19,860
-15,040
-43% -$1.56M 0.3% 84
2023
Q3 		$3.67M Buy
+34,900
New +$3.91M 0.51% 46

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return