OAM
JBTM

Oppenheimer Asset Management’s JBT Marel JBTM Stock Holding History

Oppenheimer Asset Management’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
Q4 		– Sell
-1,563
Closed -$220K – 1207
2025
Q3 		$220K Sell
1,563
-861
-36% -$118K ﹤0.01% 1075
2025
Q2 		$292K Sell
2,424
-968
-29% -$108K ﹤0.01% 999
2025
Q1 		$415K Sell
3,392
-288
-8% -$36.5K 0.01% 892
2024
Q4 		$468K Buy
3,680
+819
+29% +$94.5K 0.01% 877
2024
Q3 		$282K Sell
2,861
-33
-1% -$3.05K ﹤0.01% 1023
2024
Q2 		$275K Sell
2,894
-1,419
-33% -$134K ﹤0.01% 999
2024
Q1 		$452K Sell
4,313
-382
-8% -$38K 0.01% 859
2023
Q4 		$467K Sell
4,695
-131
-3% -$13.6K 0.01% 878
2023
Q3 		$507K Buy
4,826
+9
+0.2% +$1.01K 0.01% 845
2023
Q2 		$584K Buy
4,817
+61
+1% +$6.69K 0.01% 824
2023
Q1 		$520K Sell
4,756
-937
-16% -$99.1K 0.01% 844
2022
Q4 		$520K Buy
5,693
+257
+5% +$23.5K 0.01% 845
2022
Q3 		$467K Sell
5,436
-162
-3% -$17.2K 0.01% 854
2022
Q2 		$618K Buy
5,598
+138
+3% +$15.8K 0.01% 800
2022
Q1 		$647K Buy
5,460
+879
+19% +$112K 0.01% 859
2021
Q4 		$703K Buy
4,581
+59
+1% +$9.23K 0.01% 877
2021
Q3 		$636K Sell
4,522
-875
-16% -$125K 0.01% 871
2021
Q2 		$770K Buy
5,397
+60
+1% +$8.37K 0.01% 825
2021
Q1 		$712K Buy
5,337
+504
+10% +$66.2K 0.01% 827
2020
Q4 		$550K Buy
4,833
+1,508
+45% +$156K 0.01% 849
2020
Q3 		$306K Buy
3,325
+410
+14% +$39.3K 0.01% 930
2020
Q2 		$251K Buy
2,915
+550
+23% +$42.7K 0.01% 976
2020
Q1 		$176K Buy
2,365
+1,821
+335% +$182K ﹤0.01% 998
2019
Q4 		$61K Sell
544
-7
-1% -$749 ﹤0.01% 1310
2019
Q3 		$55K Buy
551
+14
+3% +$1.54K ﹤0.01% 1330
2019
Q2 		$65K Sell
537
-3
-0.6% -$322 ﹤0.01% 1326
2019
Q1 		$50K Buy
540
+33
+7% +$2.79K ﹤0.01% 1356
2018
Q4 		$36K Buy
+507
New +$44.9K ﹤0.01% 1398
2017
Q4 		– Sell
-1,281
Closed -$129K – 1511
2017
Q3 		$129K Buy
1,281
+129
+11% +$11.9K ﹤0.01% 1146
2017
Q2 		$113K Buy
1,152
+466
+68% +$41.4K ﹤0.01% 1163
2017
Q1 		$60K Buy
+686
New +$59.4K ﹤0.01% 1302

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Oppenheimer Asset Management's JBTM Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 1,563 shares — an estimated $220K sold.

Oppenheimer Asset Management first reported a position in JBTM in Q1 2017 and held it in 31 quarters. The position peaked at $770K in Q2 2021. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Oppenheimer Asset Management reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,563 JBT Marel shares in Q4 2025, an estimated $220K.
  • Oppenheimer Asset Management first reported a position in JBT Marel in Q1 2017 and held it in 31 quarters.
  • Oppenheimer Asset Management's JBT Marel position peaked at $770K in Q2 2021.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.