FWA
JBTM

FSC Wealth Advisors’s JBT Marel JBTM Stock Holding History

FSC Wealth Advisors’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
-11
Closed -$1.4K – 328
2024
Q4 		$1.4K Hold
11
– – ﹤0.01% 272
2024
Q3 		$1.08K Hold
11
– – ﹤0.01% 267
2024
Q2 		$1.04K Buy
+11
New +$1.04K ﹤0.01% 276

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FSC Wealth Advisors's JBTM Position: Q1 2025 in Review

FSC Wealth Advisors sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 11 shares — an estimated $1.4K sold.

FSC Wealth Advisors first reported a position in JBTM in Q2 2024 and held it in 3 quarters. The position peaked at $1.4K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • FSC Wealth Advisors reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 11 JBT Marel shares in Q1 2025, an estimated $1.4K.
  • FSC Wealth Advisors first reported a position in JBT Marel in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's JBT Marel position peaked at $1.4K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.