KAS
JBTM

Kestra Advisory Services’s JBT Marel JBTM Stock Holding History

Kestra Advisory Services’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
-2,806
Closed -$423K – 4548
2025
Q4 		$423K Sell
2,806
-37
-1% -$5.22K ﹤0.01% 2271
2025
Q3 		$399K Buy
2,843
+343
+14% +$46.9K ﹤0.01% 2219
2025
Q2 		$301K Buy
+2,500
New +$279K ﹤0.01% 2351

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

Kestra Advisory Services's JBTM Position: Q1 2026 in Review

Kestra Advisory Services sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 2,806 shares — an estimated $423K sold.

Kestra Advisory Services first reported a position in JBTM in Q2 2025 and held it in 3 quarters. The position peaked at $423K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Kestra Advisory Services reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,806 JBT Marel shares in Q1 2026, an estimated $423K.
  • Kestra Advisory Services first reported a position in JBT Marel in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's JBT Marel position peaked at $423K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.