CAL
JBTM

Capital Advisors Ltd’s JBT Marel JBTM Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
4
– – ﹤0.01% 1329
2026
Q1 		$1K Hold
4
– – ﹤0.01% 1323
2025
Q4 		$1K Hold
4
– – ﹤0.01% 1315
2025
Q3 		$1K Hold
4
– – ﹤0.01% 1322
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1675
2025
Q1 		$0 Hold
4
– – ﹤0.01% 1624
2024
Q4 		$1K Hold
4
– – ﹤0.01% 1335
2024
Q3 		$0 Buy
+4
New +$369 ﹤0.01% 1644
2022
Q4 		– Sell
-3
Closed – – 1708
2022
Q3 		$0 Buy
+3
New +$318 ﹤0.01% 1575

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

Capital Advisors Ltd's JBTM Position: Q2 2026 in Review

Capital Advisors Ltd held its JBT Marel (JBTM) position steady in Q2 2026 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Capital Advisors Ltd first reported a position in JBTM in Q3 2022 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Capital Advisors Ltd held 4 shares of JBT Marel worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its JBT Marel share count unchanged in Q2 2026.
  • JBT Marel made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1329 holding.
  • Capital Advisors Ltd first reported a position in JBT Marel in Q3 2022 and has held it in 9 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.