EWA
JBTM

EverSource Wealth Advisors’s JBT Marel JBTM Stock Holding History

EverSource Wealth Advisors’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 		$16.1K Sell
111
-33
-23% -$4.27K ﹤0.01% 2598
2026
Q1 		$18.4K Buy
144
+26
+22% +$3.93K ﹤0.01% 2554
2025
Q4 		$17.8K Sell
118
-19
-14% -$2.68K ﹤0.01% 2458
2025
Q3 		$19.2K Sell
137
-95
-41% -$13K ﹤0.01% 2388
2025
Q2 		$27.9K Buy
232
+167
+257% +$18.7K ﹤0.01% 2029
2025
Q1 		$7.94K Buy
65
+29
+81% +$3.67K ﹤0.01% 2247
2024
Q4 		$4.58K Buy
36
+3
+9% +$346 ﹤0.01% 2391
2024
Q3 		$3.25K Hold
33
– – ﹤0.01% 2390
2024
Q2 		$3.25K Buy
33
+3
+10% +$283 ﹤0.01% 2377
2024
Q1 		$2.67K Sell
30
-46
-61% -$4.58K ﹤0.01% 2295
2023
Q4 		$7.56K Sell
76
-45
-37% -$4.66K ﹤0.01% 1688
2023
Q3 		$12.7K Hold
121
– – ﹤0.01% 1326
2023
Q2 		$14.7K Hold
121
– – ﹤0.01% 1272
2023
Q1 		$13.2K Buy
121
+91
+303% +$9.63K ﹤0.01% 1253
2022
Q4 		$2.74K Buy
+30
New +$2.75K ﹤0.01% 1815
2022
Q3 		– Sell
-84
Closed -$9K – 2166
2022
Q2 		$9K Sell
84
-44
-34% -$5.05K ﹤0.01% 1089
2022
Q1 		$15K Sell
128
-66
-34% -$8.45K ﹤0.01% 829
2021
Q4 		$30K Buy
+194
New +$30.3K 0.01% 539

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

EverSource Wealth Advisors's JBTM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its JBT Marel (JBTM) stake by 23% in Q2 2026, selling an estimated $4.27K and leaving 111 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

EverSource Wealth Advisors first reported a position in JBTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $30K in Q4 2021. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of JBT Marel worth $16.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 33 JBT Marel shares in Q2 2026, an estimated $4.27K.
  • JBT Marel made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2598 holding.
  • EverSource Wealth Advisors first reported a position in JBT Marel in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's JBT Marel position peaked at $30K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.