BFA
JBTM

Bragg Financial Advisors’s JBT Marel JBTM Stock Holding History

Bragg Financial 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 		$45M Buy
310,432
+97,083
+46% +$12.6M 1.2% 17
2026
Q1 		$27.3M Buy
213,349
+26,302
+14% +$3.98M 0.86% 40
2025
Q4 		$28.2M Buy
187,047
+622
+0.3% +$87.7K 0.92% 34
2025
Q3 		$26.2M Buy
186,425
+745
+0.4% +$102K 0.87% 35
2025
Q2 		$22.3M Buy
185,680
+19,135
+11% +$2.14M 0.8% 44
2025
Q1 		$20.4M Buy
166,545
+2,280
+1% +$289K 0.84% 42
2024
Q4 		$20.9M Buy
164,265
+2,985
+2% +$344K 0.85% 35
2024
Q3 		$15.9M Buy
161,280
+3,769
+2% +$348K 0.65% 52
2024
Q2 		$15M Buy
157,511
+52,583
+50% +$4.96M 0.67% 54
2024
Q1 		$11M Buy
+104,928
New +$10.5M 0.49% 87

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bragg Financial Advisors's JBTM Position: Q2 2026 in Review

Bragg Financial Advisors increased its JBT Marel (JBTM) stake by 46% in Q2 2026, buying an estimated $12.6M and bringing the position to 310,432 shares worth $45M. The position accounts for 1.2% of the portfolio, ranked #17.

Bragg Financial Advisors first reported a position in JBTM in Q1 2024 and has held it in 10 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Bragg Financial Advisors held 310,432 shares of JBT Marel worth $45M as of Q2 2026.
  • Bragg Financial Advisors bought 97,083 JBT Marel shares in Q2 2026, an estimated $12.6M.
  • JBT Marel made up 1.2% of Bragg Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Bragg Financial Advisors first reported a position in JBT Marel in Q1 2024 and has held it in 10 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.