GC
JBTM

Guggenheim Capital’s JBT Marel JBTM Stock Holding History

Guggenheim Capital’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 		– Sell
-4,104
Closed -$618K – 1826
2025
Q4 		$618K Buy
+4,104
New +$579K ﹤0.01% 1177
2018
Q4 		– Sell
-4,346
Closed -$518K – 2395
2018
Q3 		$518K Buy
4,346
+821
+23% +$89.3K ﹤0.01% 1963
2018
Q2 		$313K Sell
3,525
-11,525
-77% -$1.12M ﹤0.01% 2171
2018
Q1 		$1.71M Sell
15,050
-109
-0.7% -$12.5K ﹤0.01% 1759
2017
Q4 		$1.68M Sell
15,159
-4,639
-23% -$507K ﹤0.01% 1791
2017
Q3 		$2M Buy
19,798
+1,576
+9% +$145K ﹤0.01% 1660
2017
Q2 		$1.79M Sell
18,222
-1,054
-5% -$93.6K ﹤0.01% 1710
2017
Q1 		$1.7M Sell
19,276
-3,841
-17% -$333K ﹤0.01% 1780
2016
Q4 		$1.99M Sell
23,117
-2,636
-10% -$215K 0.01% 1689
2016
Q3 		$1.82M Sell
25,753
-3,002
-10% -$201K 0.01% 1692
2016
Q2 		$1.76M Sell
28,755
-1,193
-4% -$69.7K 0.01% 1647
2016
Q1 		$1.69M Sell
29,948
-4,859
-14% -$236K 0.01% 1684
2015
Q4 		$1.73M Buy
+34,807
New +$1.58M 0.01% 1719

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

Guggenheim Capital's JBTM Position: Q1 2026 in Review

Guggenheim Capital sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 4,104 shares — an estimated $618K sold.

Guggenheim Capital first reported a position in JBTM in Q4 2015 and held it in 13 quarters. The position peaked at $2M in Q3 2017. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Guggenheim Capital reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • Guggenheim Capital sold 4,104 JBT Marel shares in Q1 2026, an estimated $618K.
  • Guggenheim Capital first reported a position in JBT Marel in Q4 2015 and held it in 13 quarters.
  • Guggenheim Capital's JBT Marel position peaked at $2M in Q3 2017.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.