Congress Wealth Management’s JBT Marel JBTM Stock Holding History

Congress Wealth 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
2025 Q2	$6.6M	Buy	+54,898	New	+$6.13M	0.06%	331

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Congress Wealth Management's JBTM Position: Q2 2025 in Review

Congress Wealth Management opened a new position in JBT Marel (JBTM) in Q2 2025: 54,898 shares worth $6.6M. The stake represents 0.06% of the portfolio and ranks #331 among its holdings.

351 funds tracked by Wall St. Rank hold JBTM as of Q2 2025.

Congress Wealth Management held 54,898 shares of JBT Marel worth $6.6M as of Q2 2025.
JBT Marel was a new Congress Wealth Management position in Q2 2025.
JBT Marel made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #331 holding.
351 funds tracked by Wall St. Rank held JBT Marel as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.