CAM
JBTM

Congress Asset Management’s JBT Marel JBTM Stock Holding History

Congress Asset Management’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
Q3 		$63.1M Sell
598,050
-5,972
-1% -$742K 0.41% 84
2026
Q2 		$87.6M Buy
604,022
+46,644
+8% +$6.04M 0.54% 71
2026
Q1 		$71.3M Buy
557,378
+64,239
+13% +$9.71M 0.51% 77
2025
Q4 		$74.3M Buy
493,139
+26,161
+6% +$3.69M 0.52% 70
2025
Q3 		$65.6M Buy
466,978
+21,985
+5% +$3M 0.44% 87
2025
Q2 		$53.5M Buy
+444,993
New +$49.7M 0.37% 109

Other funds holding JBTM

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Congress Asset Management's JBTM Position: Q3 2026 in Review

Congress Asset Management reduced its JBT Marel (JBTM) stake by 0.99% in Q3 2026, selling an estimated $742K and leaving 598,050 shares worth $63.1M. The position accounts for 0.41% of the portfolio, ranked #84.

Congress Asset Management first reported a position in JBTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $87.6M in Q2 2026. 12 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Congress Asset Management held 598,050 shares of JBT Marel worth $63.1M as of Q3 2026.
  • Congress Asset Management sold 5,972 JBT Marel shares in Q3 2026, an estimated $742K.
  • JBT Marel made up 0.41% of Congress Asset Management's portfolio in Q3 2026, its #84 holding.
  • Congress Asset Management first reported a position in JBT Marel in Q2 2025 and has held it in 6 quarters since.
  • Congress Asset Management's JBT Marel position peaked at $87.6M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.