Concord Wealth Partners’s JBT Marel JBTM Stock Holding History

Concord Wealth Partners’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	-22	Closed	-$2.8K	–	993
2024 Q4	$2.8K	Hold	22	–	–	﹤0.01%	679
2024 Q3	$2.17K	Hold	22	–	–	﹤0.01%	735
2024 Q2	$2.09K	Hold	22	–	–	﹤0.01%	663
2024 Q1	$2.31K	Hold	22	–	–	﹤0.01%	740
2023 Q4	$2.19K	Hold	22	–	–	﹤0.01%	707
2023 Q3	$2.31K	Hold	22	–	–	﹤0.01%	851
2023 Q2	$2.67K	Hold	22	–	–	﹤0.01%	819
2023 Q1	$2.4K	Hold	22	–	–	﹤0.01%	784
2022 Q4	$2.01K	Buy	+22	New	+$2.01K	﹤0.01%	932
2022 Q3	–	Sell	-22	Closed	-$2K	–	1217
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	1082
2022 Q1	$3K	Sell	22 -9	-29%	-$1.15K	﹤0.01%	1049
2021 Q4	$5K	Buy	31 +9	+41%	+$1.41K	﹤0.01%	968
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	718
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	852
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	786
2020 Q4	$3K	Buy	+22	New	+$2.27K	﹤0.01%	508

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 $3.38T AUM 44.17% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

Concord Wealth Partners's JBTM Position: Q1 2025 in Review

Concord Wealth Partners sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 22 shares — an estimated $2.8K sold.

Concord Wealth Partners first reported a position in JBTM in Q4 2020 and held it in 16 quarters. The position peaked at $5K in Q4 2021. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

Concord Wealth Partners reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 22 JBT Marel shares in Q1 2025, an estimated $2.8K.
Concord Wealth Partners first reported a position in JBT Marel in Q4 2020 and held it in 16 quarters.
Concord Wealth Partners's JBT Marel position peaked at $5K in Q4 2021.
337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.