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
Q2 		$557K Sell
3,838
-541
-12% -$70K ﹤0.01% 2360
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 $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

Cerity Partners's JBTM Position: Q2 2026 in Review

Cerity Partners reduced its JBT Marel (JBTM) stake by 12% in Q2 2026, selling an estimated $70K and leaving 3,838 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Cerity Partners first reported a position in JBTM in Q1 2023 and has held it in 4 quarters since. The position peaked at $956K in Q1 2023. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Cerity Partners held 3,838 shares of JBT Marel worth $557K as of Q2 2026.
  • Cerity Partners sold 541 JBT Marel shares in Q2 2026, an estimated $70K.
  • JBT Marel made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2360 holding.
  • Cerity Partners first reported a position in JBT Marel in Q1 2023 and has held it in 4 quarters since.
  • Cerity Partners's JBT Marel position peaked at $956K in Q1 2023.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.