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
Q2 		– Sell
-2,311
Closed -$296K – 1689
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 $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

Evergreen Capital Management's JBTM Position: Q2 2026 in Review

Evergreen Capital Management sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 2,311 shares — an estimated $296K sold.

Evergreen Capital Management first reported a position in JBTM in Q2 2023 and held it in 5 quarters. The position peaked at $311K in Q3 2025. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Evergreen Capital Management reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 2,311 JBT Marel shares in Q2 2026, an estimated $296K.
  • Evergreen Capital Management first reported a position in JBT Marel in Q2 2023 and held it in 5 quarters.
  • Evergreen Capital Management's JBT Marel position peaked at $311K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.