Lindbrook Capital’s JBT Marel JBTM Stock Holding History

Lindbrook Capital’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 Q1	$978	Buy	+8	New	+$1.01K	﹤0.01%	2462
2024 Q3	–	Sell	-61	Closed	-$5.79K	–	2924
2024 Q2	$5.79K	Buy	61 +23	+61%	+$2.17K	﹤0.01%	1923
2024 Q1	$3.99K	Buy	38 +30	+375%	+$2.99K	﹤0.01%	1999
2023 Q4	$796	Buy	8 +6	+300%	+$622	﹤0.01%	2520
2023 Q3	$210	Buy	+2	New	+$224	﹤0.01%	2627
2022 Q4	–	Sell	-285	Closed	-$25K	–	3037
2022 Q3	$25K	Sell	285 -62	-18%	-$6.58K	﹤0.01%	900
2022 Q2	$38K	Sell	347 -15	-4%	-$1.72K	0.01%	761
2022 Q1	$43K	Sell	362 -510	-58%	-$65.3K	0.01%	726
2021 Q4	$134K	Buy	+872	New	+$136K	0.02%	415

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's JBTM Position: Q1 2025 in Review

Lindbrook Capital opened a new position in JBT Marel (JBTM) in Q1 2025: 8 shares worth $978. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in JBTM as recently as Q2 2024.

Lindbrook Capital first reported a position in JBTM in Q4 2021 and has held it in 9 quarters since. The position peaked at $134K in Q4 2021. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

Lindbrook Capital held 8 shares of JBT Marel worth $978 as of Q1 2025.
JBT Marel was a new Lindbrook Capital position in Q1 2025.
JBT Marel made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2462 holding.
Lindbrook Capital first reported a position in JBT Marel in Q4 2021 and has held it in 9 quarters since.
Lindbrook Capital's JBT Marel position peaked at $134K in Q4 2021.
337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.