Creative Planning
JBTM

Creative Planning’s JBT Marel JBTM Stock Holding History

Creative Planning’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 		$3.75M Buy
25,869
+2,189
+9% +$283K ﹤0.01% 1625
2026
Q1 		$3.03M Sell
23,680
-118
-0.5% -$17.8K ﹤0.01% 1567
2025
Q4 		$3.59M Buy
23,798
+6,121
+35% +$863K ﹤0.01% 1245
2025
Q3 		$2.48M Buy
17,677
+5,476
+45% +$748K ﹤0.01% 1363
2025
Q2 		$1.47M Buy
12,201
+484
+4% +$54.1K ﹤0.01% 1555
2025
Q1 		$1.43M Buy
11,717
+4,362
+59% +$552K ﹤0.01% 1434
2024
Q4 		$935K Buy
+7,355
New +$849K ﹤0.01% 1692
2024
Q3 		– Sell
-7,486
Closed -$711K – 3337
2024
Q2 		$711K Buy
+7,486
New +$706K ﹤0.01% 1658
2024
Q1 		– Sell
-2,046
Closed -$203K – 3024
2023
Q4 		$203K Buy
2,046
+81
+4% +$8.39K ﹤0.01% 2416
2023
Q3 		$207K Buy
+1,965
New +$220K ﹤0.01% 2219
2023
Q2 		– Sell
-1
Closed -$110 – 2866
2023
Q1 		$110 Buy
+1
New +$106 ﹤0.01% 2630
2017
Q3 		– Sell
-25
Closed -$2K – 3797
2017
Q2 		$2K Hold
25
– – ﹤0.01% 4345
2017
Q1 		$2K Hold
25
– – ﹤0.01% 4332
2016
Q4 		$2K Buy
25
+2
+9% +$163 ﹤0.01% 4322
2016
Q3 		$2K Hold
23
– – ﹤0.01% 4273
2016
Q2 		$1K Sell
23
-74
-76% -$4.32K ﹤0.01% 4233
2016
Q1 		$5K Sell
97
-21
-18% -$1.02K ﹤0.01% 3616
2015
Q4 		$6K Buy
118
+74
+168% +$3.36K ﹤0.01% 3614
2015
Q3 		$2K Buy
+44
New +$1.6K ﹤0.01% 3990
2015
Q2 		– Sell
-44
Closed -$2K – 3106
2015
Q1 		$2K Buy
44
+23
+110% +$760 ﹤0.01% 3916
2014
Q4 		$1K Buy
+21
New +$643 ﹤0.01% 4017
2014
Q3 		– Sell
-3
Closed – – 4184
2014
Q2 		$0 Sell
3
-18
-86% -$535 ﹤0.01% 3988
2014
Q1 		$1K Buy
+21
New +$640 ﹤0.01% 3535

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

Creative Planning's JBTM Position: Q2 2026 in Review

Creative Planning increased its JBT Marel (JBTM) stake by 9.2% in Q2 2026, buying an estimated $283K and bringing the position to 25,869 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Creative Planning first reported a position in JBTM in Q1 2014 and has held it in 23 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Creative Planning held 25,869 shares of JBT Marel worth $3.75M as of Q2 2026.
  • Creative Planning bought 2,189 JBT Marel shares in Q2 2026, an estimated $283K.
  • JBT Marel made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1625 holding.
  • Creative Planning first reported a position in JBT Marel in Q1 2014 and has held it in 23 quarters since.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.