LFAS
JBTM

Level Four Advisory Services’s JBT Marel JBTM Stock Holding History

Level Four Advisory Services’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 		$1.83M Sell
14,321
-565
-4% -$85.4K 0.06% 302
2025
Q4 		$2.24M Sell
14,886
-399
-3% -$56.3K 0.07% 271
2025
Q3 		$2.15M Sell
15,285
-262
-2% -$35.8K 0.07% 264
2025
Q2 		$1.87M Buy
15,547
+1,817
+13% +$203K 0.07% 262
2025
Q1 		$1.68M Buy
13,730
+1,657
+14% +$210K 0.07% 267
2024
Q4 		$1.53M Buy
12,073
+2,193
+22% +$253K 0.06% 275
2024
Q3 		$1.1M Buy
9,880
+4,661
+89% +$430K 0.05% 329
2024
Q2 		$496K Buy
+5,219
New +$492K 0.02% 487
2022
Q1 		– Sell
-3,566
Closed -$548K – 713
2021
Q4 		$548K Buy
3,566
+967
+37% +$151K 0.04% 364
2021
Q3 		$365K Buy
2,599
+241
+10% +$34.5K 0.04% 351
2021
Q2 		$336K Buy
2,358
+285
+14% +$39.8K 0.02% 505
2021
Q1 		$276K Buy
+2,073
New +$272K 0.02% 520

Other funds holding JBTM

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VPM
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VCM
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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