CIAS
JBTM

Capital Investment Advisory Services’s JBT Marel JBTM Stock Holding History

Capital Investment Advisory Services’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
-7
Closed -$895 – 1337
2026
Q1 		$895 Hold
7
– – ﹤0.01% 1183
2025
Q4 		$1.05K Hold
7
– – ﹤0.01% 1143
2025
Q3 		$983 Buy
+7
New +$957 ﹤0.01% 1070

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 $3.38T AUM 44.17% 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 Investment Advisory Services's JBTM Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 7 shares — an estimated $895 sold.

Capital Investment Advisory Services first reported a position in JBTM in Q3 2025 and held it in 3 quarters. The position peaked at $1.05K in Q4 2025. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 7 JBT Marel shares in Q2 2026, an estimated $895.
  • Capital Investment Advisory Services first reported a position in JBT Marel in Q3 2025 and held it in 3 quarters.
  • Capital Investment Advisory Services's JBT Marel position peaked at $1.05K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.