Bartlett & Co Wealth Management’s JBT Marel JBTM Stock Holding History

Bartlett & Co Wealth 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
2026 Q2	$6.96K	Hold	48	–	–	﹤0.01%	1044
2026 Q1	$5.59K	Hold	48	–	–	﹤0.01%	1005
2025 Q4	$7.23K	Hold	48	–	–	﹤0.01%	967
2025 Q3	$6.74K	Hold	48	–	–	﹤0.01%	967
2025 Q2	$5.77K	Hold	48	–	–	﹤0.01%	978
2025 Q1	$5.87K	Hold	48	–	–	﹤0.01%	970
2024 Q4	$6.1K	Hold	48	–	–	﹤0.01%	952
2024 Q3	$4.73K	Hold	48	–	–	﹤0.01%	978
2024 Q2	$4.56K	Hold	48	–	–	﹤0.01%	991
2024 Q1	$5.04K	Hold	48	–	–	﹤0.01%	974
2023 Q4	$4.86K	Hold	48	–	–	﹤0.01%	1081
2023 Q3	$5.05K	Hold	48	–	–	﹤0.01%	994
2023 Q2	$5.82K	Buy	+48	New	+$5.26K	﹤0.01%	970
2022 Q4	–	Sell	-419	Closed	-$36K	–	1197
2022 Q3	$36K	Sell	419 -94	-18%	-$9.97K	﹤0.01%	617
2022 Q2	$56.6K	Buy	513 +11	+2%	+$1.26K	﹤0.01%	549
2022 Q1	$59.5K	Buy	+502	New	+$64.2K	﹤0.01%	561
2021 Q4	–	Sell	-532	Closed	-$74.8K	–	913
2021 Q3	$74.8K	Sell	532 -150	-22%	-$21.5K	﹤0.01%	457
2021 Q2	$97.3K	Hold	682	–	–	﹤0.01%	414
2021 Q1	$90.9K	Hold	682	–	–	﹤0.01%	436
2020 Q4	$77.7K	Hold	682	–	–	﹤0.01%	461
2020 Q3	$62.7K	Hold	682	–	–	﹤0.01%	459
2020 Q2	$58.7K	Hold	682	–	–	﹤0.01%	468
2020 Q1	$50.7K	Hold	682	–	–	﹤0.01%	458
2019 Q4	$76.8K	Hold	682	–	–	﹤0.01%	446
2019 Q3	$67.8K	Hold	682	–	–	﹤0.01%	464
2019 Q2	$82.6K	Hold	682	–	–	﹤0.01%	350
2019 Q1	$62.7K	Hold	682	–	–	﹤0.01%	389
2018 Q4	$49K	Hold	682	–	–	﹤0.01%	418
2018 Q3	$81.4K	Hold	682	–	–	﹤0.01%	348
2018 Q2	$60.6K	Hold	682	–	–	﹤0.01%	404
2018 Q1	$77.3K	Buy	+682	New	+$78K	﹤0.01%	370

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's JBTM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its JBT Marel (JBTM) position steady in Q2 2026 at 48 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Bartlett & Co Wealth Management first reported a position in JBTM in Q1 2018 and has held it in 31 quarters since. The position peaked at $97.3K in Q2 2021. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Bartlett & Co Wealth Management held 48 shares of JBT Marel worth $6.96K as of Q2 2026.
Bartlett & Co Wealth Management left its JBT Marel share count unchanged in Q2 2026.
JBT Marel made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1044 holding.
Bartlett & Co Wealth Management first reported a position in JBT Marel in Q1 2018 and has held it in 31 quarters since.
Bartlett & Co Wealth Management's JBT Marel position peaked at $97.3K in Q2 2021.
392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.