CPSAC
JBTM

Chas P. Smith & Associates (CPS)’s JBT Marel JBTM Stock Holding History

Chas P. Smith & Associates (CPS)’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 		$602K Sell
4,706
-1,515
-24% -$229K 0.03% 91
2025
Q4 		$937K Sell
6,221
-1,615
-21% -$228K 0.05% 79
2025
Q3 		$1.1M Sell
7,836
-7,575
-49% -$1.04M 0.1% 61
2025
Q2 		$1.85M Sell
15,411
-2,085
-12% -$233K 0.1% 60
2025
Q1 		$2.14M Hold
17,496
– – 0.12% 58
2024
Q4 		$2.22M Buy
+17,496
New +$2.02M 0.13% 56

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s JBTM Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) reduced its JBT Marel (JBTM) stake by 24% in Q1 2026, selling an estimated $229K and leaving 4,706 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #91.

Chas P. Smith & Associates (CPS) first reported a position in JBTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.22M in Q4 2024. 407 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Chas P. Smith & Associates (CPS) held 4,706 shares of JBT Marel worth $602K as of Q1 2026.
  • Chas P. Smith & Associates (CPS) sold 1,515 JBT Marel shares in Q1 2026, an estimated $229K.
  • JBT Marel made up 0.03% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #91 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in JBT Marel in Q4 2024 and has held it in 6 quarters since.
  • Chas P. Smith & Associates (CPS)'s JBT Marel position peaked at $2.22M in Q4 2024.
  • 407 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.