Jones Financial Companies
JBTM

Jones Financial Companies’s JBT Marel JBTM Stock Holding History

Jones Financial Companies’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
2026
Q1 		$16.6M Buy
134,309
+133,416
+14,940% +$20.2M 0.01% 656
2025
Q4 		$135K Buy
893
+89
+11% +$12.5K ﹤0.01% 2099
2025
Q3 		$111K Sell
804
-45
-5% -$6.15K ﹤0.01% 2043
2025
Q2 		$103K Buy
849
+241
+40% +$26.9K ﹤0.01% 1929
2025
Q1 		$74.3K Buy
608
+65
+12% +$8.23K ﹤0.01% 1902
2024
Q4 		$69K Buy
543
+436
+407% +$50.3K ﹤0.01% 1764
2024
Q3 		$10.5K Buy
+107
New +$9.88K ﹤0.01% 2196
2023
Q1 		– Sell
-5
Closed – – 801
2022
Q4 		$0 Buy
+5
New +$458 ﹤0.01% 781
2022
Q2 		– Sell
-35
Closed -$4K – 852
2022
Q1 		$4K Hold
35
– – ﹤0.01% 615
2021
Q4 		$5K Hold
35
– – ﹤0.01% 653
2021
Q3 		$5K Hold
35
– – ﹤0.01% 579
2021
Q2 		$5K Hold
35
– – ﹤0.01% 564
2021
Q1 		$5K Buy
+35
New +$4.6K ﹤0.01% 634

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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