CM
JBTM

Caption Management’s JBT Marel JBTM Stock Holding History

Caption 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
Q1 		– Sell
-6,600
Closed -$839K – 2144
2024
Q4 		$839K Buy
+6,600
New +$762K 0.01% 966

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
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

Caption Management's JBTM Position: Q1 2025 in Review

Caption Management sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 6,600 shares — an estimated $839K sold.

Caption Management first reported a position in JBTM in Q4 2024 and held it in 1 quarter. The position peaked at $839K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • Caption Management reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • Caption Management sold 6,600 JBT Marel shares in Q1 2025, an estimated $839K.
  • Caption Management first reported a position in JBT Marel in Q4 2024 and held it in 1 quarter.
  • Caption Management's JBT Marel position peaked at $839K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.