LFG
JBTM

Larson Financial Group’s JBT Marel JBTM Stock Holding History

Larson 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
Q2 		$11.5K Sell
79
-42
-35% -$5.44K ﹤0.01% 2320
2026
Q1 		$15.5K Sell
121
-370
-75% -$56K ﹤0.01% 1988
2025
Q4 		$74K Hold
491
– – ﹤0.01% 1052
2025
Q3 		$69K Sell
491
-4
-0.8% -$547 ﹤0.01% 1036
2025
Q2 		$59.5K Buy
495
+3
+0.6% +$335 ﹤0.01% 1015
2025
Q1 		$60.1K Buy
492
+491
+49,100% +$62.2K ﹤0.01% 955
2024
Q4 		$127 Hold
1
– – ﹤0.01% 2557
2024
Q3 		$99 Hold
1
– – ﹤0.01% 2538
2024
Q2 		$95 Buy
+1
New +$94 ﹤0.01% 2255

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 $3.37T AUM 44.26% 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

Larson Financial Group's JBTM Position: Q2 2026 in Review

Larson Financial Group reduced its JBT Marel (JBTM) stake by 35% in Q2 2026, selling an estimated $5.44K and leaving 79 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Larson Financial Group first reported a position in JBTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $74K in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Larson Financial Group held 79 shares of JBT Marel worth $11.5K as of Q2 2026.
  • Larson Financial Group sold 42 JBT Marel shares in Q2 2026, an estimated $5.44K.
  • JBT Marel made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2320 holding.
  • Larson Financial Group first reported a position in JBT Marel in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's JBT Marel position peaked at $74K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

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