AssetMark Inc’s JBT Marel JBTM Stock Holding History

AssetMark Inc’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
2026 Q2	$4.35K	Sell	30 -70	-70%	-$9.06K	﹤0.01%	2736
2026 Q1	$12.8K	Buy	100 +77	+335%	+$11.6K	﹤0.01%	2229
2025 Q4	$3.46K	Hold	23	–	–	﹤0.01%	2597
2025 Q3	$3.23K	Buy	23 +10	+77%	+$1.37K	﹤0.01%	2483
2025 Q2	$1.56K	Buy	13 +5	+63%	+$559	﹤0.01%	2500
2025 Q1	$978	Buy	+8	New	+$1.01K	﹤0.01%	2299
2020 Q1	–	Sell	-284	Closed	-$32K	–	1564
2019 Q4	$32K	Hold	284	–	–	﹤0.01%	840
2019 Q3	$28K	Hold	284	–	–	﹤0.01%	829
2019 Q2	$34K	Hold	284	–	–	﹤0.01%	789
2019 Q1	$26K	Hold	284	–	–	﹤0.01%	832
2018 Q4	$20K	Sell	284 -19	-6%	-$1.68K	﹤0.01%	902
2018 Q3	$36K	Hold	303	–	–	﹤0.01%	807
2018 Q2	$27K	Hold	303	–	–	﹤0.01%	861
2018 Q1	$34K	Sell	303 -10	-3%	-$1.14K	﹤0.01%	827
2017 Q4	$35K	Sell	313 -108	-26%	-$11.8K	﹤0.01%	873
2017 Q3	$43K	Buy	421 +101	+32%	+$9.31K	﹤0.01%	742
2017 Q2	$31K	Buy	+320	New	+$28.4K	﹤0.01%	801

Other funds holding JBTM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CCA

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's JBTM Position: Q2 2026 in Review

AssetMark Inc reduced its JBT Marel (JBTM) stake by 70% in Q2 2026, selling an estimated $9.06K and leaving 30 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

AssetMark Inc first reported a position in JBTM in Q2 2017 and has held it in 17 quarters since. The position peaked at $43K in Q3 2017. 138 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

AssetMark Inc held 30 shares of JBT Marel worth $4.35K as of Q2 2026.
AssetMark Inc sold 70 JBT Marel shares in Q2 2026, an estimated $9.06K.
JBT Marel made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2736 holding.
AssetMark Inc first reported a position in JBT Marel in Q2 2017 and has held it in 17 quarters since.
AssetMark Inc's JBT Marel position peaked at $43K in Q3 2017.
138 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.