ECM
JBTM

Evergreen Capital Management’s JBT Marel JBTM Stock Holding History

Evergreen Capital 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 		$296K Buy
2,311
+259
+13% +$39.2K 0.01% 1133
2025
Q4 		$309K Sell
2,052
-159
-7% -$22.4K 0.01% 1014
2025
Q3 		$311K Buy
+2,211
New +$302K 0.01% 945
2023
Q4 		– Sell
-1,927
Closed -$203K – 912
2023
Q3 		$203K Buy
1,927
+78
+4% +$8.73K 0.01% 711
2023
Q2 		$224K Buy
+1,849
New +$203K 0.01% 675

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 $204M AUM 4.64% 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

Evergreen Capital Management's JBTM Position: Q1 2026 in Review

Evergreen Capital Management increased its JBT Marel (JBTM) stake by 13% in Q1 2026, buying an estimated $39.2K and bringing the position to 2,311 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1133.

Evergreen Capital Management first reported a position in JBTM in Q2 2023 and has held it in 5 quarters since. The position peaked at $311K in Q3 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Evergreen Capital Management held 2,311 shares of JBT Marel worth $296K as of Q1 2026.
  • Evergreen Capital Management bought 259 JBT Marel shares in Q1 2026, an estimated $39.2K.
  • JBT Marel made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1133 holding.
  • Evergreen Capital Management first reported a position in JBT Marel in Q2 2023 and has held it in 5 quarters since.
  • Evergreen Capital Management's JBT Marel position peaked at $311K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.