Cerity Partners
JBTM

Cerity Partners’s JBT Marel JBTM Stock Holding History

Cerity Partners’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 		$560K Sell
4,379
-82
-2% -$12.4K ﹤0.01% 2216
2025
Q4 		$672K Buy
+4,461
New +$629K ﹤0.01% 1921
2023
Q2 		– Sell
-399
Closed -$956K – 1986
2023
Q1 		$956K Buy
+399
New +$42.2K ﹤0.01% 996

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

Cerity Partners's JBTM Position: Q1 2026 in Review

Cerity Partners reduced its JBT Marel (JBTM) stake by 1.8% in Q1 2026, selling an estimated $12.4K and leaving 4,379 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Cerity Partners first reported a position in JBTM in Q1 2023 and has held it in 3 quarters since. The position peaked at $956K in Q1 2023. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Cerity Partners held 4,379 shares of JBT Marel worth $560K as of Q1 2026.
  • Cerity Partners sold 82 JBT Marel shares in Q1 2026, an estimated $12.4K.
  • JBT Marel made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2216 holding.
  • Cerity Partners first reported a position in JBT Marel in Q1 2023 and has held it in 3 quarters since.
  • Cerity Partners's JBT Marel position peaked at $956K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.