IFAM
JBTM

Institutional & Family Asset Management’s JBT Marel JBTM Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$6.08K Buy
64
+32
+100% +$3.02K ﹤0.01% 477
2024
Q1 		$3.36K Hold
32
– – ﹤0.01% 536
2023
Q4 		$3.18K Hold
32
– – ﹤0.01% 531
2023
Q3 		$3.36K Hold
32
– – ﹤0.01% 516
2023
Q2 		$3.88K Hold
32
– – ﹤0.01% 513
2023
Q1 		$3.5K Hold
32
– – ﹤0.01% 514
2022
Q4 		$2.92K Sell
32
-13
-29% -$1.19K ﹤0.01% 527
2022
Q3 		$4K Hold
45
– – ﹤0.01% 529
2022
Q2 		$5K Hold
45
– – ﹤0.01% 508
2022
Q1 		$5K Buy
45
+1
+2% +$128 ﹤0.01% 564
2021
Q4 		$7K Hold
44
– – ﹤0.01% 513
2021
Q3 		$6K Sell
44
-6
-12% -$860 ﹤0.01% 645
2021
Q2 		$7K Hold
50
– – ﹤0.01% 665
2021
Q1 		$7K Sell
50
-29
-37% -$3.81K ﹤0.01% 639
2020
Q4 		$9K Buy
79
+55
+229% +$5.67K ﹤0.01% 561
2020
Q3 		$2K Hold
24
– – ﹤0.01% 741
2020
Q2 		$2K Sell
24
-7
-23% -$543 ﹤0.01% 726
2020
Q1 		$2K Hold
31
– – ﹤0.01% 683
2019
Q4 		$3K Hold
31
– – ﹤0.01% 690
2019
Q3 		$3K Sell
31
-101
-77% -$11.1K ﹤0.01% 652
2019
Q2 		$16K Hold
132
– – ﹤0.01% 446
2019
Q1 		$12K Hold
132
– – ﹤0.01% 484
2018
Q4 		$9K Hold
132
– – ﹤0.01% 503
2018
Q3 		$16K Hold
132
– – ﹤0.01% 465
2018
Q2 		$12K Hold
132
– – ﹤0.01% 503
2018
Q1 		$15K Buy
+132
New +$15.1K ﹤0.01% 453

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Institutional & Family Asset Management's JBTM Position: Q2 2024 in Review

Institutional & Family Asset Management increased its JBT Marel (JBTM) stake by 100% in Q2 2024, buying an estimated $3.02K and bringing the position to 64 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Institutional & Family Asset Management first reported a position in JBTM in Q1 2018 and has held it in 26 quarters since. The position peaked at $16K in Q2 2019. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2024.

  • Institutional & Family Asset Management held 64 shares of JBT Marel worth $6.08K as of Q2 2024.
  • Institutional & Family Asset Management bought 32 JBT Marel shares in Q2 2024, an estimated $3.02K.
  • JBT Marel made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #477 holding.
  • Institutional & Family Asset Management first reported a position in JBT Marel in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's JBT Marel position peaked at $16K in Q2 2019.
  • 298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.