BF
JBTM

BOK Financial’s JBT Marel JBTM Stock Holding History

BOK Financial’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
2024
Q1 		– Sell
-22
Closed -$2.19K – 1351
2023
Q4 		$2.19K Hold
22
– – ﹤0.01% 1100
2023
Q3 		$2.29K Buy
+22
New +$2.46K ﹤0.01% 1027
2023
Q1 		– Sell
-5,432
Closed -$496K – 1266
2022
Q4 		$496K Sell
5,432
-184
-3% -$16.8K 0.01% 675
2022
Q3 		$483K Hold
5,616
– – 0.01% 670
2022
Q2 		$620K Buy
5,616
+25
+0.4% +$2.87K 0.01% 639
2022
Q1 		$662K Sell
5,591
-16
-0.3% -$2.05K 0.01% 672
2021
Q4 		$861K Buy
5,607
+4
+0.1% +$626 0.01% 619
2021
Q3 		$788K Buy
+5,603
New +$803K 0.01% 626
2021
Q1 		$753K Hold
5,646
– – 0.01% 621
2020
Q4 		$643K Sell
5,646
-159
-3% -$16.4K 0.01% 619
2020
Q3 		$533K Buy
5,805
+1,009
+21% +$96.7K 0.01% 611
2020
Q2 		$413K Buy
+4,796
New +$372K 0.01% 680
2016
Q3 		– Sell
-625
Closed -$38K – 917
2016
Q2 		$38K Buy
+625
New +$36.5K ﹤0.01% 848
2015
Q2 		– Sell
-3,918
Closed -$140K – 896
2015
Q1 		$140K Buy
+3,918
New +$129K ﹤0.01% 803

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return