Beacon Pointe Advisors’s JBT Marel JBTM Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-4,801	Closed	-$614K	–	2048
2026 Q1	$614K	Buy	+4,801	New	+$726K	﹤0.01%	1205

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

Beacon Pointe Advisors's JBTM Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 4,801 shares — an estimated $614K sold.

Beacon Pointe Advisors first reported a position in JBTM in Q1 2026 and held it in 1 quarter. The position peaked at $614K in Q1 2026. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Beacon Pointe Advisors reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 4,801 JBT Marel shares in Q2 2026, an estimated $614K.
Beacon Pointe Advisors first reported a position in JBT Marel in Q1 2026 and held it in 1 quarter.
Beacon Pointe Advisors's JBT Marel position peaked at $614K in Q1 2026.
390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.