CAPTRUST Financial Advisors
JBTM

CAPTRUST Financial Advisors’s JBT Marel JBTM Stock Holding History

CAPTRUST 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 		$1.52M Buy
10,497
+1,226
+13% +$159K ﹤0.01% 1503
2026
Q1 		$1.19M Buy
9,271
+171
+2% +$25.9K ﹤0.01% 1514
2025
Q4 		$1.37M Buy
9,100
+4,864
+115% +$686K ﹤0.01% 1306
2025
Q3 		$595K Sell
4,236
-26
-0.6% -$3.55K ﹤0.01% 1708
2025
Q2 		$512K Buy
4,262
+2,492
+141% +$278K ﹤0.01% 1716
2025
Q1 		$216K Sell
1,770
-392
-18% -$49.6K ﹤0.01% 2129
2024
Q4 		$275K Buy
2,162
+57
+3% +$6.58K ﹤0.01% 1967
2024
Q3 		$207K Sell
2,105
-241
-10% -$22.3K ﹤0.01% 2111
2024
Q2 		$223K Buy
2,346
+218
+10% +$20.6K ﹤0.01% 1983
2024
Q1 		$223K Sell
2,128
-1,049
-33% -$104K ﹤0.01% 1938
2023
Q4 		$316K Sell
3,177
-69
-2% -$7.15K ﹤0.01% 2075
2023
Q3 		$341K Buy
3,246
+1,426
+78% +$160K ﹤0.01% 1911
2023
Q2 		$221K Buy
+1,820
New +$200K ﹤0.01% 2194
2022
Q3 		– Sell
-1,435
Closed -$158K – 4171
2022
Q2 		$158K Buy
1,435
+227
+19% +$26.1K ﹤0.01% 1865
2022
Q1 		$143K Buy
1,208
+807
+201% +$103K ﹤0.01% 1984
2021
Q4 		$62K Buy
401
+73
+22% +$11.4K ﹤0.01% 2517
2021
Q3 		$46K Buy
328
+32
+11% +$4.59K ﹤0.01% 2641
2021
Q2 		$42K Hold
296
– – ﹤0.01% 2628
2021
Q1 		$39K Buy
296
+231
+355% +$30.4K ﹤0.01% 2599
2020
Q4 		$7K Buy
65
+5
+8% +$516 ﹤0.01% 2724
2020
Q3 		$5K Buy
+60
New +$5.75K ﹤0.01% 2549

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

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

CAPTRUST Financial Advisors increased its JBT Marel (JBTM) stake by 13% in Q2 2026, buying an estimated $159K and bringing the position to 10,497 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

CAPTRUST Financial Advisors first reported a position in JBTM in Q3 2020 and has held it in 21 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,497 shares of JBT Marel worth $1.52M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,226 JBT Marel shares in Q2 2026, an estimated $159K.
  • JBT Marel made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1503 holding.
  • CAPTRUST Financial Advisors first reported a position in JBT Marel in Q3 2020 and has held it in 21 quarters since.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

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