Corient Private Wealth
JBTM

Corient Private Wealth’s JBT Marel JBTM Stock Holding History

Corient Private Wealth’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 		$1.77M Sell
12,213
-8,809
-42% -$1.14M ﹤0.01% 1465
2026
Q1 		$2.69M Sell
21,022
-507
-2% -$76.7K ﹤0.01% 1105
2025
Q4 		$3.25M Sell
21,529
-34
-0.2% -$4.79K ﹤0.01% 937
2025
Q3 		$3.03M Sell
21,563
-227
-1% -$31K ﹤0.01% 897
2025
Q2 		$2.62M Sell
21,790
-4,187
-16% -$468K ﹤0.01% 920
2025
Q1 		$3.17M Buy
25,977
+1,391
+6% +$176K 0.01% 821
2024
Q4 		$3.12M Sell
24,586
-853
-3% -$98.4K 0.01% 844
2024
Q3 		$2.51M Sell
25,439
-133
-0.5% -$12.3K ﹤0.01% 994
2024
Q2 		$2.43M Buy
25,572
+5,156
+25% +$486K ﹤0.01% 945
2024
Q1 		$2.14M Sell
20,416
-316
-2% -$31.5K ﹤0.01% 991
2023
Q4 		$2.06M Buy
20,732
+1,074
+5% +$111K ﹤0.01% 986
2023
Q3 		$2.07M Buy
19,658
+7,143
+57% +$799K ﹤0.01% 902
2023
Q2 		$1.52M Sell
12,515
-525
-4% -$57.6K ﹤0.01% 998
2023
Q1 		$1.43M Buy
13,040
+923
+8% +$97.6K ﹤0.01% 959
2022
Q4 		$1.11M Buy
+12,117
New +$1.11M ﹤0.01% 880

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 $3.37T AUM 44.26% 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

Corient Private Wealth's JBTM Position: Q2 2026 in Review

Corient Private Wealth reduced its JBT Marel (JBTM) stake by 42% in Q2 2026, selling an estimated $1.14M and leaving 12,213 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Corient Private Wealth first reported a position in JBTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.25M in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Corient Private Wealth held 12,213 shares of JBT Marel worth $1.77M as of Q2 2026.
  • Corient Private Wealth sold 8,809 JBT Marel shares in Q2 2026, an estimated $1.14M.
  • JBT Marel made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1465 holding.
  • Corient Private Wealth first reported a position in JBT Marel in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's JBT Marel position peaked at $3.25M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.