Thematics Asset Management’s JBT Marel JBTM Stock Holding History

Thematics 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 Q3	$29.3M	Hold	208,552	–	–	1.33%	19
2025 Q2	$25.1M	Hold	208,552	–	–	1.13%	30
2025 Q1	$25.5M	Buy	208,552 +20,206	+11%	+$2.56M	1.29%	22
2024 Q4	$23.9M	Hold	188,346	–	–	1.04%	31
2024 Q3	$18.6M	Sell	188,346 -29,493	-14%	-$2.72M	0.73%	51
2024 Q2	$20.7M	Buy	217,839 +8,322	+4%	+$785K	0.84%	40
2024 Q1	$22M	Buy	209,517 +64,393	+44%	+$6.41M	0.91%	40
2023 Q4	$14.4M	Buy	145,124 +6,208	+4%	+$643K	0.63%	60
2023 Q3	$14.6M	Buy	138,916 +5,535	+4%	+$619K	0.72%	52
2023 Q2	$16.2M	Buy	133,381 +30,743	+30%	+$3.37M	0.78%	51
2023 Q1	$11.2M	Buy	102,638 +11,632	+13%	+$1.23M	0.61%	65
2022 Q4	$8.31M	Buy	+91,006	New	+$8.33M	0.5%	74

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Thematics Asset Management's JBTM Position: Q3 2025 in Review

Thematics Asset Management held its JBT Marel (JBTM) position steady in Q3 2025 at 208,552 shares worth $29.3M. The position accounts for 1.33% of the portfolio, ranked #19.

Thematics Asset Management first reported a position in JBTM in Q4 2022 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold JBTM as of Q3 2025.

Thematics Asset Management held 208,552 shares of JBT Marel worth $29.3M as of Q3 2025.
Thematics Asset Management left its JBT Marel share count unchanged in Q3 2025.
JBT Marel made up 1.33% of Thematics Asset Management's portfolio in Q3 2025, its #19 holding.
Thematics Asset Management first reported a position in JBT Marel in Q4 2022 and has held it in 12 quarters since.
372 funds tracked by Wall St. Rank held JBT Marel as of Q3 2025.

Based on Thematics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.