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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Jefferies Financial Group's JBTM Position: Q1 2026 in Review

Jefferies Financial Group increased its JBT Marel (JBTM) stake by 74% in Q1 2026, buying an estimated $345K and bringing the position to 5,363 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Jefferies Financial Group first reported a position in JBTM in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.09M in Q2 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

Jefferies Financial Group held 5,363 shares of JBT Marel worth $686K as of Q1 2026.
Jefferies Financial Group bought 2,282 JBT Marel shares in Q1 2026, an estimated $345K.
JBT Marel made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1073 holding.
Jefferies Financial Group first reported a position in JBT Marel in Q2 2023 and has held it in 7 quarters since.
Jefferies Financial Group's JBT Marel position peaked at $3.09M in Q2 2025.
406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.