Jefferies Financial Group’s JBT Marel JBTM Stock Holding History

Jefferies Financial Group’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	$1.39M	Buy	9,576 +4,213	+79%	+$545K	0.01%	831
2026 Q1	$686K	Buy	5,363 +2,282	+74%	+$345K	﹤0.01%	1073
2025 Q4	$464K	Buy	+3,081	New	+$434K	﹤0.01%	1349
2025 Q3	–	Sell	-25,720	Closed	-$3.09M	–	1741
2025 Q2	$3.09M	Buy	+25,720	New	+$2.87M	0.03%	420
2024 Q2	–	Sell	-6,453	Closed	-$677K	–	1946
2024 Q1	$677K	Sell	6,453 -1,147	-15%	-$114K	0.01%	951
2023 Q4	$756K	Buy	7,600 +2,600	+52%	+$269K	﹤0.01%	1072
2023 Q3	$526K	Sell	5,000 -9,000	-64%	-$1.01M	﹤0.01%	1049
2023 Q2	$1.7M	Buy	+14,000	New	+$1.54M	0.02%	718

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's JBTM Position: Q2 2026 in Review

Jefferies Financial Group increased its JBT Marel (JBTM) stake by 79% in Q2 2026, buying an estimated $545K and bringing the position to 9,576 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #831.

Jefferies Financial Group first reported a position in JBTM in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.09M in Q2 2025. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Jefferies Financial Group held 9,576 shares of JBT Marel worth $1.39M as of Q2 2026.
Jefferies Financial Group bought 4,213 JBT Marel shares in Q2 2026, an estimated $545K.
JBT Marel made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #831 holding.
Jefferies Financial Group first reported a position in JBT Marel in Q2 2023 and has held it in 8 quarters since.
Jefferies Financial Group's JBT Marel position peaked at $3.09M in Q2 2025.
392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.