CA
JBTM

Clearstead Advisors’s JBT Marel JBTM Stock Holding History

Clearstead 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 		$580 Buy
+4
New +$518 ﹤0.01% 2880
2026
Q1 		– Sell
-42
Closed -$6.33K – 2895
2025
Q4 		$6.33K Buy
42
+7
+20% +$987 ﹤0.01% 1979
2025
Q3 		$4.92K Hold
35
– – ﹤0.01% 2163
2025
Q2 		$4.21K Buy
+35
New +$3.91K ﹤0.01% 2165
2024
Q3 		– Sell
-36
Closed -$3.42K – 2127
2024
Q2 		$3.42K Buy
+36
New +$3.4K ﹤0.01% 1748
2022
Q4 		– Sell
-19
Closed -$2K – 1393
2022
Q3 		$2K Hold
19
– – ﹤0.01% 1113
2022
Q2 		$2K Sell
19
-28
-60% -$3.22K ﹤0.01% 1144
2022
Q1 		$6K Buy
47
+7
+18% +$896 ﹤0.01% 1064
2021
Q4 		$6K Buy
40
+21
+111% +$3.29K ﹤0.01% 987
2021
Q3 		$3K Hold
19
– – ﹤0.01% 1105
2021
Q2 		$3K Buy
+19
New +$2.65K ﹤0.01% 998

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Clearstead Advisors's JBTM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in JBT Marel (JBTM) in Q2 2026: 4 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #2880 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JBTM as recently as Q4 2025.

Clearstead Advisors first reported a position in JBTM in Q2 2021 and has held it in 11 quarters since. The position peaked at $6.33K in Q4 2025. 185 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Clearstead Advisors held 4 shares of JBT Marel worth $580 as of Q2 2026.
  • JBT Marel was a new Clearstead Advisors position in Q2 2026.
  • JBT Marel made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2880 holding.
  • Clearstead Advisors first reported a position in JBT Marel in Q2 2021 and has held it in 11 quarters since.
  • Clearstead Advisors's JBT Marel position peaked at $6.33K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.