Creative Planning
JBTM

Creative Planning’s JBT Marel Corporation JBTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
12,201
+484
+4% +$58.2K ﹤0.01% 1551
2025
Q1
$1.43M Buy
11,717
+4,362
+59% +$533K ﹤0.01% 1430
2024
Q4
$935K Buy
+7,355
New +$935K ﹤0.01% 1688
2024
Q3
Sell
-7,486
Closed -$711K 3267
2024
Q2
$711K Buy
+7,486
New +$711K ﹤0.01% 1653
2024
Q1
Sell
-2,046
Closed -$203K 2947
2023
Q4
$203K Buy
2,046
+81
+4% +$8.06K ﹤0.01% 2408
2023
Q3
$207K Buy
+1,965
New +$207K ﹤0.01% 2212
2023
Q2
Sell
-1
Closed -$110 2724
2023
Q1
$110 Buy
+1
New +$110 ﹤0.01% 2533
2017
Q3
Sell
-25
Closed -$2K 3684
2017
Q2
$2K Hold
25
﹤0.01% 4251
2017
Q1
$2K Hold
25
﹤0.01% 4240
2016
Q4
$2K Buy
25
+2
+9% +$160 ﹤0.01% 4196
2016
Q3
$2K Hold
23
﹤0.01% 4136
2016
Q2
$1K Sell
23
-74
-76% -$3.22K ﹤0.01% 4092
2016
Q1
$5K Sell
97
-21
-18% -$1.08K ﹤0.01% 3562
2015
Q4
$6K Buy
118
+74
+168% +$3.76K ﹤0.01% 3551
2015
Q3
$2K Buy
+44
New +$2K ﹤0.01% 3907
2015
Q2
Sell
-44
Closed -$2K 2962
2015
Q1
$2K Buy
44
+23
+110% +$1.05K ﹤0.01% 3806
2014
Q4
$1K Buy
+21
New +$1K ﹤0.01% 3889
2014
Q3
Sell
-3
Closed 4017
2014
Q2
$0 Sell
3
-18
-86% ﹤0.01% 3843
2014
Q1
$1K Buy
+21
New +$1K ﹤0.01% 3424