HWM
JBTM

Hemington Wealth Management’s JBT Marel JBTM Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Hold
7
– – ﹤0.01% 1765
2025
Q2 		$0 Sell
7
-25
-78% -$2.79K ﹤0.01% 1756
2025
Q1 		$3K Buy
32
+14
+78% +$1.77K ﹤0.01% 1253
2024
Q4 		$2K Buy
18
+11
+157% +$1.27K ﹤0.01% 1347
2024
Q3 		$0 Buy
+7
New +$646 ﹤0.01% 1793

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hemington Wealth Management's JBTM Position: Q3 2025 in Review

Hemington Wealth Management held its JBT Marel (JBTM) position steady in Q3 2025 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Hemington Wealth Management first reported a position in JBTM in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q1 2025. 372 funds tracked by Wall St. Rank hold JBTM as of Q3 2025.

  • Hemington Wealth Management held 7 shares of JBT Marel worth $0 as of Q3 2025.
  • Hemington Wealth Management left its JBT Marel share count unchanged in Q3 2025.
  • JBT Marel made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1765 holding.
  • Hemington Wealth Management first reported a position in JBT Marel in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's JBT Marel position peaked at $3K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held JBT Marel as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.