BFG
JBTM

Bleakley Financial Group’s JBT Marel JBTM Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-4,980
Closed -$633K – 1052
2024
Q4 		$633K Sell
4,980
-619
-11% -$71.4K 0.02% 551
2024
Q3 		$552K Sell
5,599
-136
-2% -$12.6K 0.02% 575
2024
Q2 		$545K Buy
5,735
+324
+6% +$30.6K 0.02% 587
2024
Q1 		$568K Buy
5,411
+1,680
+45% +$167K 0.02% 573
2023
Q4 		$371K Sell
3,731
-50
-1% -$5.18K 0.01% 670
2023
Q3 		$398K Buy
3,781
+237
+7% +$26.5K 0.01% 601
2023
Q2 		$430K Buy
3,544
+454
+15% +$49.8K 0.01% 622
2023
Q1 		$338K Sell
3,090
-149
-5% -$15.8K 0.01% 675
2022
Q4 		$296K Buy
+3,239
New +$296K 0.01% 701

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bleakley Financial Group's JBTM Position: Q1 2025 in Review

Bleakley Financial Group sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 4,980 shares — an estimated $633K sold.

Bleakley Financial Group first reported a position in JBTM in Q4 2022 and held it in 9 quarters. The position peaked at $633K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • Bleakley Financial Group reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,980 JBT Marel shares in Q1 2025, an estimated $633K.
  • Bleakley Financial Group first reported a position in JBT Marel in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's JBT Marel position peaked at $633K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.