DT
JBTM

Diversified Trust’s JBT Marel JBTM Stock Holding History

Diversified Trust’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 		$552K Sell
3,804
-261
-6% -$33.8K 0.01% 721
2026
Q1 		$520K Sell
4,065
-2,342
-37% -$354K 0.01% 674
2025
Q4 		$965K Sell
6,407
-1,150
-15% -$162K 0.02% 450
2025
Q3 		$1.06M Sell
7,557
-400
-5% -$54.7K 0.02% 406
2025
Q2 		$957K Sell
7,957
-726
-8% -$81.1K 0.02% 398
2025
Q1 		$1.06M Sell
8,683
-1,068
-11% -$135K 0.03% 347
2024
Q4 		$1.24M Sell
9,751
-3,649
-27% -$421K 0.03% 319
2024
Q3 		$1.32M Hold
13,400
– – 0.03% 305
2024
Q2 		$1.27M Buy
13,400
+184
+1% +$17.4K 0.04% 273
2024
Q1 		$1.39M Buy
13,216
+3,541
+37% +$353K 0.04% 252
2023
Q4 		$962K Buy
9,675
+275
+3% +$28.5K 0.03% 302
2023
Q3 		$988K Sell
9,400
-44
-0.5% -$4.92K 0.04% 266
2023
Q2 		$1.15M Sell
9,444
-681
-7% -$74.7K 0.04% 240
2023
Q1 		$1.11M Hold
10,125
– – 0.04% 235
2022
Q4 		$925K Sell
10,125
-2
-0% -$183 0.04% 254
2022
Q3 		$871K Buy
10,127
+400
+4% +$42.4K 0.04% 234
2022
Q2 		$1.07M Hold
9,727
– – 0.05% 205
2022
Q1 		$1.15M Buy
9,727
+750
+8% +$96K 0.04% 231
2021
Q4 		$1.38M Hold
8,977
– – 0.05% 201
2021
Q3 		$1.26M Buy
8,977
+1,025
+13% +$147K 0.05% 196
2021
Q2 		$1.13M Sell
7,952
-25
-0.3% -$3.49K 0.04% 216
2021
Q1 		$1.06M Buy
7,977
+175
+2% +$23K 0.04% 207
2020
Q4 		$888K Buy
7,802
+225
+3% +$23.2K 0.04% 228
2020
Q3 		$696K Hold
7,577
– – 0.03% 246
2020
Q2 		$652K Buy
7,577
+375
+5% +$29.1K 0.03% 221
2020
Q1 		$535K Buy
7,202
+1,475
+26% +$148K 0.03% 198
2019
Q4 		$645K Buy
5,727
+925
+19% +$99K 0.03% 191
2019
Q3 		$477K Buy
4,802
+675
+16% +$74.4K 0.02% 195
2019
Q2 		$500K Buy
4,127
+325
+9% +$34.9K 0.02% 197
2019
Q1 		$349K Hold
3,802
– – 0.02% 238
2018
Q4 		$273K Buy
3,802
+350
+10% +$31K 0.02% 260
2018
Q3 		$412K Buy
3,452
+200
+6% +$21.8K 0.02% 192
2018
Q2 		$289K Buy
+3,252
New +$317K 0.02% 244

Other funds holding JBTM

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Diversified Trust's JBTM Position: Q2 2026 in Review

Diversified Trust reduced its JBT Marel (JBTM) stake by 6.4% in Q2 2026, selling an estimated $33.8K and leaving 3,804 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #721.

Diversified Trust first reported a position in JBTM in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.39M in Q1 2024. 39 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Diversified Trust held 3,804 shares of JBT Marel worth $552K as of Q2 2026.
  • Diversified Trust sold 261 JBT Marel shares in Q2 2026, an estimated $33.8K.
  • JBT Marel made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #721 holding.
  • Diversified Trust first reported a position in JBT Marel in Q2 2018 and has held it in 33 quarters since.
  • Diversified Trust's JBT Marel position peaked at $1.39M in Q1 2024.
  • 39 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.