IA
JBTM

IFP Advisors’s JBT Marel JBTM Stock Holding History

IFP 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 		$1.43M Buy
9,874
+1,735
+21% +$225K 0.03% 602
2026
Q1 		$1.04M Buy
8,139
+8,068
+11,363% +$1.22M 0.02% 671
2025
Q4 		$10.7K Hold
71
– – ﹤0.01% 3035
2025
Q3 		$9.97K Buy
+71
New +$9.7K ﹤0.01% 2902
2025
Q2 		– Sell
-1
Closed -$112 – 2881
2025
Q1 		$122 Hold
1
– – ﹤0.01% 3803
2024
Q4 		$127 Buy
+1
New +$115 ﹤0.01% 3943
2022
Q4 		– Sell
-2
Closed -$1K – 4873
2022
Q3 		$1K Sell
2
-2
-50% -$212 ﹤0.01% 4716
2022
Q2 		$1K Hold
4
– – ﹤0.01% 4485
2022
Q1 		$1K Buy
+4
New +$512 ﹤0.01% 4483
2019
Q4 		– Sell
-54
Closed -$5.78K – 3160
2019
Q3 		$5K Buy
+54
New +$5.95K ﹤0.01% 2361
2019
Q1 		$5K Buy
54
+8
+17% +$676 ﹤0.01% 1889
2018
Q4 		$3K Hold
46
– – ﹤0.01% 3079
2018
Q3 		$5K Hold
46
– – ﹤0.01% 3236
2018
Q2 		$4K Hold
46
– – ﹤0.01% 3405
2018
Q1 		$5K Hold
46
– – ﹤0.01% 3202
2017
Q4 		$5K Buy
46
+3
+7% +$328 ﹤0.01% 3250
2017
Q3 		$4K Sell
43
-200
-82% -$18.4K ﹤0.01% 3549
2017
Q2 		$24K Hold
243
– – ﹤0.01% 2480
2017
Q1 		$21K Buy
243
+4
+2% +$347 ﹤0.01% 2486
2016
Q4 		$21K Hold
239
– – ﹤0.01% 2436
2016
Q3 		$17K Buy
239
+39
+20% +$2.61K ﹤0.01% 2518
2016
Q2 		$12K Buy
200
+146
+270% +$8.52K ﹤0.01% 2671
2016
Q1 		$5K Buy
+54
New +$2.63K ﹤0.01% 1885

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

IFP Advisors's JBTM Position: Q2 2026 in Review

IFP Advisors increased its JBT Marel (JBTM) stake by 21% in Q2 2026, buying an estimated $225K and bringing the position to 9,874 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #602.

IFP Advisors first reported a position in JBTM in Q1 2016 and has held it in 23 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • IFP Advisors held 9,874 shares of JBT Marel worth $1.43M as of Q2 2026.
  • IFP Advisors bought 1,735 JBT Marel shares in Q2 2026, an estimated $225K.
  • JBT Marel made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #602 holding.
  • IFP Advisors first reported a position in JBT Marel in Q1 2016 and has held it in 23 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.