Clearstead Trust’s JBT Marel JBTM Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-22	Closed	-$3.09K	–	1583
2025 Q3	$3.09K	Hold	22	–	–	﹤0.01%	874
2025 Q2	$2.65K	Buy	+22	New	+$2.46K	﹤0.01%	882

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gildi lifeyrissjodur Reykjavik $197M AUM

Clearstead Trust's JBTM Position: Q4 2025 in Review

Clearstead Trust sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 22 shares — an estimated $3.09K sold.

Clearstead Trust first reported a position in JBTM in Q2 2025 and held it in 2 quarters. The position peaked at $3.09K in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

Clearstead Trust reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 22 JBT Marel shares in Q4 2025, an estimated $3.09K.
Clearstead Trust first reported a position in JBT Marel in Q2 2025 and held it in 2 quarters.
Clearstead Trust's JBT Marel position peaked at $3.09K in Q3 2025.
387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.