CFO
JBTM

Callan Family Office’s JBT Marel JBTM Stock Holding History

Callan Family Office’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
Q1 		$945K Buy
7,394
+814
+12% +$123K 0.02% 577
2025
Q4 		$991K Buy
+6,580
New +$928K 0.02% 551
2025
Q3 		– Sell
-3,640
Closed -$438K – 958
2025
Q2 		$438K Buy
+3,640
New +$407K 0.01% 636

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Callan Family Office's JBTM Position: Q1 2026 in Review

Callan Family Office increased its JBT Marel (JBTM) stake by 12% in Q1 2026, buying an estimated $123K and bringing the position to 7,394 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #577.

Callan Family Office first reported a position in JBTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $991K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Callan Family Office held 7,394 shares of JBT Marel worth $945K as of Q1 2026.
  • Callan Family Office bought 814 JBT Marel shares in Q1 2026, an estimated $123K.
  • JBT Marel made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #577 holding.
  • Callan Family Office first reported a position in JBT Marel in Q2 2025 and has held it in 3 quarters since.
  • Callan Family Office's JBT Marel position peaked at $991K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.