Jones Financial Companies
JBTM

Jones Financial Companies’s JBT Marel JBTM Stock Holding History

Jones Financial Companies’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 		$19.4M Buy
139,613
+5,304
+4% +$687K 0.01% 678
2026
Q1 		$16.6M Buy
134,309
+133,416
+14,940% +$20.2M 0.01% 656
2025
Q4 		$135K Buy
893
+89
+11% +$12.5K ﹤0.01% 2099
2025
Q3 		$111K Sell
804
-45
-5% -$6.15K ﹤0.01% 2043
2025
Q2 		$103K Buy
849
+241
+40% +$26.9K ﹤0.01% 1929
2025
Q1 		$74.3K Buy
608
+65
+12% +$8.23K ﹤0.01% 1902
2024
Q4 		$69K Buy
543
+436
+407% +$50.3K ﹤0.01% 1764
2024
Q3 		$10.5K Buy
+107
New +$9.88K ﹤0.01% 2196
2023
Q1 		– Sell
-5
Closed – – 801
2022
Q4 		$0 Buy
+5
New +$458 ﹤0.01% 781
2022
Q2 		– Sell
-35
Closed -$4K – 852
2022
Q1 		$4K Hold
35
– – ﹤0.01% 615
2021
Q4 		$5K Hold
35
– – ﹤0.01% 653
2021
Q3 		$5K Hold
35
– – ﹤0.01% 579
2021
Q2 		$5K Hold
35
– – ﹤0.01% 564
2021
Q1 		$5K Buy
+35
New +$4.6K ﹤0.01% 634

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 $3.38T AUM 44.17% 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

Jones Financial Companies's JBTM Position: Q2 2026 in Review

Jones Financial Companies increased its JBT Marel (JBTM) stake by 3.9% in Q2 2026, buying an estimated $687K and bringing the position to 139,613 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #678.

Jones Financial Companies first reported a position in JBTM in Q1 2021 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Jones Financial Companies held 139,613 shares of JBT Marel worth $19.4M as of Q2 2026.
  • Jones Financial Companies bought 5,304 JBT Marel shares in Q2 2026, an estimated $687K.
  • JBT Marel made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #678 holding.
  • Jones Financial Companies first reported a position in JBT Marel in Q1 2021 and has held it in 14 quarters since.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.