JMPWA
JBTM

JP Morgan Private Wealth Advisors’s JBT Marel JBTM Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$798K Sell
7,592
-764
-9% -$85.5K ﹤0.01% 1060
2023
Q2 		$1.01M Sell
8,356
-2,099
-20% -$230K 0.01% 761
2023
Q1 		$1.14M Buy
10,455
+460
+5% +$48.7K ﹤0.01% 1110
2022
Q4 		$913K Sell
9,995
-1,379
-12% -$126K ﹤0.01% 1185
2022
Q3 		$978K Sell
11,374
-3,478
-23% -$369K ﹤0.01% 1146
2022
Q2 		$1.64M Sell
14,852
-1,952
-12% -$224K ﹤0.01% 910
2022
Q1 		$1.99M Sell
16,804
-10,642
-39% -$1.36M ﹤0.01% 896
2021
Q4 		$4.21M Buy
27,446
+6,094
+29% +$953K 0.01% 655
2021
Q3 		$3M Buy
21,352
+2,403
+13% +$344K 0.01% 738
2021
Q2 		$2.7M Buy
18,949
+7,948
+72% +$1.11M 0.01% 767
2021
Q1 		$1.47M Sell
11,001
-414
-4% -$54.4K ﹤0.01% 882
2020
Q4 		$1.3M Sell
11,415
-64,587
-85% -$6.66M ﹤0.01% 900
2020
Q3 		$6.98M Buy
76,002
+3,410
+5% +$327K 0.03% 383
2020
Q2 		$6.24M Buy
72,592
+26,093
+56% +$2.02M 0.03% 338
2020
Q1 		$3.45M Sell
46,499
-12,141
-21% -$1.21M 0.02% 426
2019
Q4 		$6.61M Buy
58,640
+2,752
+5% +$295K 0.03% 370
2019
Q3 		$5.56M Buy
55,888
+11,814
+27% +$1.3M 0.03% 383
2019
Q2 		$5.34M Buy
44,074
+11,124
+34% +$1.2M 0.03% 371
2019
Q1 		$3.03M Buy
+32,950
New +$2.78M 0.02% 530
2017
Q1 		– Sell
-2,505
Closed -$215K – 1375
2016
Q4 		$215K Buy
+2,505
New +$204K ﹤0.01% 1135

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
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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JBTM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JBT Marel (JBTM) stake by 9.1% in Q3 2023, selling an estimated $85.5K and leaving 7,592 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

JP Morgan Private Wealth Advisors first reported a position in JBTM in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.98M in Q3 2020. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,592 shares of JBT Marel worth $798K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 764 JBT Marel shares in Q3 2023, an estimated $85.5K.
  • JBT Marel made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1060 holding.
  • JP Morgan Private Wealth Advisors first reported a position in JBT Marel in Q4 2016 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's JBT Marel position peaked at $6.98M in Q3 2020.
  • 274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.