LPL Financial’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.48M | Sell |
35,042
-5,997
| -15% | -$907K | ﹤0.01% | 2727 |
|
|
2025
Q4 | $6.18M | Buy |
41,039
+566
| +1% | +$79.8K | ﹤0.01% | 2358 |
|
|
2025
Q3 | $5.68M | Buy |
40,473
+592
| +1% | +$80.9K | ﹤0.01% | 2351 |
|
|
2025
Q2 | $4.8M | Buy |
39,881
+3,541
| +10% | +$396K | ﹤0.01% | 2345 |
|
|
2025
Q1 | $4.04M | Buy |
36,340
+6,757
| +23% | +$855K | ﹤0.01% | 2332 |
|
|
2024
Q4 | $3.7M | Buy |
29,583
+8,038
| +37% | +$927K | ﹤0.01% | 2315 |
|
|
2024
Q3 | $2.12M | Buy |
21,545
+2,542
| +13% | +$235K | ﹤0.01% | 2679 |
|
|
2024
Q2 | $1.8M | Buy |
19,003
+3,334
| +21% | +$315K | ﹤0.01% | 2690 |
|
|
2024
Q1 | $1.64M | Buy |
15,669
+1,411
| +10% | +$141K | ﹤0.01% | 2716 |
|
|
2023
Q4 | $1.42M | Buy |
14,258
+757
| +6% | +$78.5K | ﹤0.01% | 2726 |
|
|
2023
Q3 | $1.41M | Buy |
13,501
+1,865
| +16% | +$209K | ﹤0.01% | 2603 |
|
|
2023
Q2 | $1.41M | Buy |
11,636
+397
| +4% | +$43.5K | ﹤0.01% | 2563 |
|
|
2023
Q1 | $1.23M | Buy |
11,239
+8,581
| +323% | +$908K | ﹤0.01% | 2580 |
|
|
2022
Q4 | $243K | Sell |
2,658
-801
| -23% | -$73.3K | ﹤0.01% | 3831 |
|
|
2022
Q3 | $297K | Buy |
3,459
+30
| +0.9% | +$3.18K | ﹤0.01% | 3603 |
|
|
2022
Q2 | $379K | Buy |
3,429
+265
| +8% | +$30.4K | ﹤0.01% | 3440 |
|
|
2022
Q1 | $375K | Sell |
3,164
-186
| -6% | -$23.8K | ﹤0.01% | 3405 |
|
|
2021
Q4 | $514K | Buy |
3,350
+279
| +9% | +$43.6K | ﹤0.01% | 3253 |
|
|
2021
Q3 | $432K | Buy |
3,071
+281
| +10% | +$40.3K | ﹤0.01% | 3357 |
|
|
2021
Q2 | $398K | Buy |
2,790
+81
| +3% | +$11.3K | ﹤0.01% | 3353 |
|
|
2021
Q1 | $361K | Buy |
2,709
+94
| +4% | +$12.4K | ﹤0.01% | 3320 |
|
|
2020
Q4 | $298K | Buy |
2,615
+269
| +11% | +$27.7K | ﹤0.01% | 3203 |
|
|
2020
Q3 | $216K | Buy |
+2,346
| New | +$225K | ﹤0.01% | 3150 |
|
|
2020
Q1 | – | Sell |
-2,437
| Closed | -$275K | – | 3448 |
|
|
2019
Q4 | $275K | Sell |
2,437
-35
| -1% | -$3.75K | ﹤0.01% | 2853 |
|
|
2019
Q3 | $246K | Buy |
2,472
+160
| +7% | +$17.6K | ﹤0.01% | 2843 |
|
|
2019
Q2 | $280K | Sell |
2,312
-87
| -4% | -$9.35K | ﹤0.01% | 2752 |
|
|
2019
Q1 | $220K | Buy |
+2,399
| New | +$203K | ﹤0.01% | 2872 |
|
|
2018
Q4 | – | Sell |
-2,540
| Closed | -$303K | – | 3265 |
|
|
2018
Q3 | $303K | Buy |
2,540
+41
| +2% | +$4.46K | ﹤0.01% | 2693 |
|
|
2018
Q2 | $222K | Sell |
2,499
-9
| -0.4% | -$878 | ﹤0.01% | 2909 |
|
|
2018
Q1 | $284K | Buy |
2,508
+362
| +17% | +$41.4K | ﹤0.01% | 2665 |
|
|
2017
Q4 | $238K | Buy |
2,146
+64
| +3% | +$6.99K | ﹤0.01% | 2685 |
|
|
2017
Q3 | $211K | Buy |
+2,082
| New | +$192K | ﹤0.01% | 2638 |
|
Other funds holding JBTM
VPM
VCM
LV
