KA
JBTM

Kovack Advisors’s JBT Marel JBTM Stock Holding History

Kovack 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
Q1 		– Sell
-5,090
Closed -$767K – 1120
2025
Q4 		$767K Buy
5,090
+450
+10% +$63.5K 0.04% 458
2025
Q3 		$652K Buy
+4,640
New +$634K 0.06% 268

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

Kovack Advisors's JBTM Position: Q1 2026 in Review

Kovack Advisors sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 5,090 shares — an estimated $767K sold.

Kovack Advisors first reported a position in JBTM in Q3 2025 and held it in 2 quarters. The position peaked at $767K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Kovack Advisors reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 5,090 JBT Marel shares in Q1 2026, an estimated $767K.
  • Kovack Advisors first reported a position in JBT Marel in Q3 2025 and held it in 2 quarters.
  • Kovack Advisors's JBT Marel position peaked at $767K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.