BHWM
JBTM

Bay Harbor Wealth Management’s JBT Marel JBTM Stock Holding History

Bay Harbor Wealth Management’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
Q2 		– Sell
-1
Closed -$122 – 1309
2025
Q1 		$122 Buy
+1
New +$127 ﹤0.01% 824

Other funds holding JBTM

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State Street
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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bay Harbor Wealth Management's JBTM Position: Q2 2025 in Review

Bay Harbor Wealth Management sold out of JBT Marel (JBTM) in Q2 2025, closing a stake of 1 share — an estimated $122 sold.

Bay Harbor Wealth Management first reported a position in JBTM in Q1 2025 and held it in 1 quarter. The position peaked at $122 in Q1 2025. 351 funds tracked by Wall St. Rank hold JBTM as of Q2 2025.

  • Bay Harbor Wealth Management reported no remaining JBT Marel position as of Q2 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 JBT Marel share in Q2 2025, an estimated $122.
  • Bay Harbor Wealth Management first reported a position in JBT Marel in Q1 2025 and held it in 1 quarter.
  • Bay Harbor Wealth Management's JBT Marel position peaked at $122 in Q1 2025.
  • 351 funds tracked by Wall St. Rank held JBT Marel as of Q2 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.