UFF
JBTM

USA Financial Formulas’s JBT Marel JBTM Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-150
Closed -$18.3K – 371
2025
Q1 		$18.3K Buy
+150
New +$19K ﹤0.01% 244
2017
Q1 		– Sell
-2,769
Closed -$238K – 357
2016
Q4 		$238K Buy
+2,769
New +$226K 0.06% 231
2016
Q3 		– Sell
-4,450
Closed -$272K – 309
2016
Q2 		$272K Sell
4,450
-1,683
-27% -$98.3K 0.07% 184
2016
Q1 		$346K Sell
6,133
-643
-9% -$31.3K 0.11% 60
2015
Q4 		$338K Buy
+6,776
New +$308K 0.14% 76

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

USA Financial Formulas's JBTM Position: Q2 2025 in Review

USA Financial Formulas sold out of JBT Marel (JBTM) in Q2 2025, closing a stake of 150 shares — an estimated $18.3K sold.

USA Financial Formulas first reported a position in JBTM in Q4 2015 and held it in 5 quarters. The position peaked at $346K in Q1 2016. 351 funds tracked by Wall St. Rank hold JBTM as of Q2 2025.

  • USA Financial Formulas reported no remaining JBT Marel position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 150 JBT Marel shares in Q2 2025, an estimated $18.3K.
  • USA Financial Formulas first reported a position in JBT Marel in Q4 2015 and held it in 5 quarters.
  • USA Financial Formulas's JBT Marel position peaked at $346K in Q1 2016.
  • 351 funds tracked by Wall St. Rank held JBT Marel as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.