EWM
JBTM

Empirical Wealth Management’s JBT Marel JBTM Stock Holding History

Empirical 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
2026
Q1 		– Sell
-1,587
Closed -$239K – 1049
2025
Q4 		$239K Hold
1,587
– – ﹤0.01% 793
2025
Q3 		$223K Buy
+1,587
New +$217K ﹤0.01% 719
2025
Q1 		– Sell
-2,611
Closed -$332K – 723
2024
Q4 		$332K Hold
2,611
– – 0.01% 485
2024
Q3 		$257K Hold
2,611
– – 0.01% 490
2024
Q2 		$248K Hold
2,611
– – 0.01% 486
2024
Q1 		$274K Sell
2,611
-91
-3% -$9.06K 0.01% 459
2023
Q4 		$269K Buy
+2,702
New +$280K 0.01% 418

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Empirical Wealth Management's JBTM Position: Q1 2026 in Review

Empirical Wealth Management sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 1,587 shares — an estimated $239K sold.

Empirical Wealth Management first reported a position in JBTM in Q4 2023 and held it in 7 quarters. The position peaked at $332K in Q4 2024. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Empirical Wealth Management reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 1,587 JBT Marel shares in Q1 2026, an estimated $239K.
  • Empirical Wealth Management first reported a position in JBT Marel in Q4 2023 and held it in 7 quarters.
  • Empirical Wealth Management's JBT Marel position peaked at $332K in Q4 2024.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.