FFA
JBTM

Farther Finance Advisors’s JBT Marel JBTM Stock Holding History

Farther Finance 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
Q3 		$9.61K Buy
91
+21
+30% +$2.61K ﹤0.01% 4640
2026
Q2 		$10.1K Sell
70
-1,959
-97% -$254K ﹤0.01% 4415
2026
Q1 		$261K Buy
2,029
+1,964
+3,022% +$297K ﹤0.01% 1830
2025
Q4 		$9.79K Sell
65
-70
-52% -$9.87K ﹤0.01% 3932
2025
Q3 		$19K Buy
135
+16
+13% +$2.19K ﹤0.01% 3078
2025
Q2 		$14.3K Sell
119
-2,039
-94% -$228K ﹤0.01% 2878
2025
Q1 		$268K Buy
2,158
+2,104
+3,896% +$266K 0.01% 1097
2024
Q4 		$6.86K Buy
54
+1
+2% +$115 ﹤0.01% 2533
2024
Q3 		$5.22K Buy
53
+3
+6% +$277 ﹤0.01% 2628
2024
Q2 		$4.52K Buy
+50
New +$4.72K ﹤0.01% 2440
2024
Q1 		– Sell
-7
Closed -$696 – 3758
2023
Q4 		$696 Buy
+7
New +$726 ﹤0.01% 2862

Other funds holding JBTM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's JBTM Position: Q3 2026 in Review

Farther Finance Advisors increased its JBT Marel (JBTM) stake by 30% in Q3 2026, buying an estimated $2.61K and bringing the position to 91 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #4640.

Farther Finance Advisors first reported a position in JBTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $268K in Q1 2025. 12 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Farther Finance Advisors held 91 shares of JBT Marel worth $9.61K as of Q3 2026.
  • Farther Finance Advisors bought 21 JBT Marel shares in Q3 2026, an estimated $2.61K.
  • JBT Marel made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4640 holding.
  • Farther Finance Advisors first reported a position in JBT Marel in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's JBT Marel position peaked at $268K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.