Envestnet Portfolio Solutions
JBTM

Envestnet Portfolio Solutions’s JBT Marel JBTM Stock Holding History

Envestnet Portfolio Solutions’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 		$298K Sell
2,055
-391
-16% -$50.6K ﹤0.01% 1191
2026
Q1 		$313K Buy
2,446
+203
+9% +$30.7K ﹤0.01% 1099
2025
Q4 		$338K Sell
2,243
-9
-0.4% -$1.27K ﹤0.01% 1223
2025
Q3 		$316K Sell
2,252
-397
-15% -$54.2K ﹤0.01% 1218
2025
Q2 		$319K Buy
2,649
+219
+9% +$24.5K ﹤0.01% 1311
2025
Q1 		$297K Sell
2,430
-1,285
-35% -$163K ﹤0.01% 1293
2024
Q4 		$472K Buy
3,715
+1,161
+45% +$134K ﹤0.01% 1275
2024
Q3 		$252K Sell
2,554
-932
-27% -$86K ﹤0.01% 1527
2024
Q2 		$331K Buy
3,486
+1,214
+53% +$115K ﹤0.01% 1329
2024
Q1 		$238K Buy
+2,272
New +$226K ﹤0.01% 1473

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

Envestnet Portfolio Solutions's JBTM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its JBT Marel (JBTM) stake by 16% in Q2 2026, selling an estimated $50.6K and leaving 2,055 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Envestnet Portfolio Solutions first reported a position in JBTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $472K in Q4 2024. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,055 shares of JBT Marel worth $298K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 391 JBT Marel shares in Q2 2026, an estimated $50.6K.
  • JBT Marel made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1191 holding.
  • Envestnet Portfolio Solutions first reported a position in JBT Marel in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's JBT Marel position peaked at $472K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.