Kovitz Investment Group Partners
JBTM

Kovitz Investment Group Partners’s JBT Marel JBTM Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,477
Closed -$208K – 1397
2025
Q3 		$208K Sell
1,477
-5,660
-79% -$773K ﹤0.01% 1329
2025
Q2 		$858K Sell
7,137
-79
-1% -$8.83K ﹤0.01% 834
2025
Q1 		$882K Sell
7,216
-2,012
-22% -$255K ﹤0.01% 769
2024
Q4 		$1.17M Buy
9,228
+55
+0.6% +$6.35K 0.01% 688
2024
Q3 		$875K Buy
9,173
+4,943
+117% +$456K 0.01% 651
2024
Q2 		$402K Sell
4,230
-78
-2% -$7.36K ﹤0.01% 686
2024
Q1 		$452K Buy
+4,308
New +$429K 0.01% 522

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Kovitz Investment Group Partners's JBTM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 1,477 shares — an estimated $208K sold.

Kovitz Investment Group Partners first reported a position in JBTM in Q1 2024 and held it in 7 quarters. The position peaked at $1.17M in Q4 2024. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,477 JBT Marel shares in Q4 2025, an estimated $208K.
  • Kovitz Investment Group Partners first reported a position in JBT Marel in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's JBT Marel position peaked at $1.17M in Q4 2024.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.