GI
JBTM

Gradient Investments’s JBT Marel JBTM Stock Holding History

Gradient Investments’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 		$1.01M Buy
+9,543
New +$1.19M 0.01% 324
2019
Q4 		– Sell
-10
Closed -$1K – 1258
2019
Q3 		$1K Buy
+10
New +$1.1K ﹤0.01% 1064

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gradient Investments's JBTM Position: Q3 2026 in Review

Gradient Investments opened a new position in JBT Marel (JBTM) in Q3 2026: 9,543 shares worth $1.01M. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Gradient Investments previously reported a position in JBTM as recently as Q3 2019.

Gradient Investments first reported a position in JBTM in Q3 2019 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Gradient Investments held 9,543 shares of JBT Marel worth $1.01M as of Q3 2026.
  • JBT Marel was a new Gradient Investments position in Q3 2026.
  • JBT Marel made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #324 holding.
  • Gradient Investments first reported a position in JBT Marel in Q3 2019 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.