AT
JBTM

Avalon Trust’s JBT Marel JBTM Stock Holding History

Avalon Trust’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
2025
Q3 		– Sell
-148
Closed -$17.8K – 642
2025
Q2 		$17.8K Buy
+148
New +$16.5K ﹤0.01% 324

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avalon Trust's JBTM Position: Q3 2025 in Review

Avalon Trust sold out of JBT Marel (JBTM) in Q3 2025, closing a stake of 148 shares — an estimated $17.8K sold.

Avalon Trust first reported a position in JBTM in Q2 2025 and held it in 1 quarter. The position peaked at $17.8K in Q2 2025. 372 funds tracked by Wall St. Rank hold JBTM as of Q3 2025.

  • Avalon Trust reported no remaining JBT Marel position as of Q3 2025 after selling out during the quarter.
  • Avalon Trust sold 148 JBT Marel shares in Q3 2025, an estimated $17.8K.
  • Avalon Trust first reported a position in JBT Marel in Q2 2025 and held it in 1 quarter.
  • Avalon Trust's JBT Marel position peaked at $17.8K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held JBT Marel as of Q3 2025.

Based on Avalon Trust's 13F filing for Q3 2025, filed 10 Nov 2025.