HCA
JBTM

Heck Capital Advisors’s JBT Marel JBTM Stock Holding History

Heck Capital 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
-1,009
Closed -$128K – 824
2024
Q4 		$128K Buy
+1,009
New +$116K 0.01% 283

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 $3.37T AUM 44.26% 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

Heck Capital Advisors's JBTM Position: Q1 2025 in Review

Heck Capital Advisors sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 1,009 shares — an estimated $128K sold.

Heck Capital Advisors first reported a position in JBTM in Q4 2024 and held it in 1 quarter. The position peaked at $128K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • Heck Capital Advisors reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,009 JBT Marel shares in Q1 2025, an estimated $128K.
  • Heck Capital Advisors first reported a position in JBT Marel in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's JBT Marel position peaked at $128K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.