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
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 $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

CAPTRUST Financial Advisors's JBTM Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its JBT Marel (JBTM) stake by 1.9% in Q1 2026, buying an estimated $25.9K and bringing the position to 9,271 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

CAPTRUST Financial Advisors first reported a position in JBTM in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.37M in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • CAPTRUST Financial Advisors held 9,271 shares of JBT Marel worth $1.19M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 171 JBT Marel shares in Q1 2026, an estimated $25.9K.
  • JBT Marel made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1514 holding.
  • CAPTRUST Financial Advisors first reported a position in JBT Marel in Q3 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's JBT Marel position peaked at $1.37M in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.