ET
JBTM

Equitable Trust’s JBT Marel JBTM Stock Holding History

Equitable 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 		– Sell
-3,657
Closed -$468K – 507
2026
Q1 		$468K Buy
+3,657
New +$553K 0.02% 334
2021
Q1 		– Sell
-2,300
Closed -$262K – 385
2020
Q4 		$262K Sell
2,300
-1,700
-43% -$175K 0.02% 313
2020
Q3 		$367K Hold
4,000
– – 0.03% 261
2020
Q2 		$344K Sell
4,000
-2,000
-33% -$155K 0.03% 255
2020
Q1 		$445K Buy
6,000
+1,800
+43% +$180K 0.05% 217
2019
Q4 		$473K Buy
4,200
+200
+5% +$21.4K 0.05% 207
2019
Q3 		$398K Hold
4,000
– – 0.04% 209
2019
Q2 		$485K Hold
4,000
– – 0.05% 202
2019
Q1 		$368K Hold
4,000
– – 0.04% 216
2018
Q4 		$287K Hold
4,000
– – 0.04% 227
2018
Q3 		$477K Buy
+4,000
New +$435K 0.06% 207

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

Equitable Trust's JBTM Position: Q2 2026 in Review

Equitable Trust sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 3,657 shares — an estimated $468K sold.

Equitable Trust first reported a position in JBTM in Q3 2018 and held it in 11 quarters. The position peaked at $485K in Q2 2019. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Equitable Trust reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Equitable Trust sold 3,657 JBT Marel shares in Q2 2026, an estimated $468K.
  • Equitable Trust first reported a position in JBT Marel in Q3 2018 and held it in 11 quarters.
  • Equitable Trust's JBT Marel position peaked at $485K in Q2 2019.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.