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 $5.7T 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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return