GFPC
JBTM

Global Financial Private Client’s JBT Marel JBTM Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$733 – 1674
2025
Q1 		$733 Buy
6
+4
+200% +$506 ﹤0.01% 1150
2024
Q4 		$254 Buy
+2
New +$231 ﹤0.01% 1176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Global Financial Private Client's JBTM Position: Q2 2025 in Review

Global Financial Private Client sold out of JBT Marel (JBTM) in Q2 2025, closing a stake of 6 shares — an estimated $733 sold.

Global Financial Private Client first reported a position in JBTM in Q4 2024 and held it in 2 quarters. The position peaked at $733 in Q1 2025. 351 funds tracked by Wall St. Rank hold JBTM as of Q2 2025.

  • Global Financial Private Client reported no remaining JBT Marel position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 JBT Marel shares in Q2 2025, an estimated $733.
  • Global Financial Private Client first reported a position in JBT Marel in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's JBT Marel position peaked at $733 in Q1 2025.
  • 351 funds tracked by Wall St. Rank held JBT Marel as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.