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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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. 73 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.
  • 73 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.