Mackenzie Financial
JBTM

Mackenzie Financial’s JBT Marel JBTM Stock Holding History

Mackenzie Financial’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
-3,275
Closed -$501K – 1789
2025
Q4 		$501K Sell
3,275
-16
-0.5% -$2.26K ﹤0.01% 1224
2025
Q3 		$462K Buy
3,291
+313
+11% +$42.8K ﹤0.01% 1271
2025
Q2 		$358K Buy
2,978
+818
+38% +$91.4K ﹤0.01% 1332
2025
Q1 		$264K Sell
2,160
-818
-27% -$104K ﹤0.01% 1424
2024
Q4 		$379K Buy
+2,978
New +$344K ﹤0.01% 1284
2024
Q2 		– Sell
-1,978
Closed -$207K – 1649
2024
Q1 		$207K Buy
+1,978
New +$197K ﹤0.01% 1332
2023
Q4 		– Sell
-1,978
Closed -$205K – 1596
2023
Q3 		$205K Hold
1,978
– – ﹤0.01% 1268
2023
Q2 		$243K Hold
1,978
– – ﹤0.01% 1252
2023
Q1 		$216K Buy
+1,978
New +$209K ﹤0.01% 1318
2022
Q3 		– Sell
-2,181
Closed -$241K – 1528
2022
Q2 		$241K Buy
2,181
+407
+23% +$46.7K ﹤0.01% 1200
2022
Q1 		$210K Buy
1,774
+81
+5% +$10.4K ﹤0.01% 1278
2021
Q4 		$260K Sell
1,693
-145
-8% -$22.7K ﹤0.01% 1216
2021
Q3 		$258K Buy
+1,838
New +$263K ﹤0.01% 1205

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Mackenzie Financial's JBTM Position: Q1 2026 in Review

Mackenzie Financial sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 3,275 shares — an estimated $501K sold.

Mackenzie Financial first reported a position in JBTM in Q3 2021 and held it in 13 quarters. The position peaked at $501K in Q4 2025. 407 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Mackenzie Financial reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 3,275 JBT Marel shares in Q1 2026, an estimated $501K.
  • Mackenzie Financial first reported a position in JBT Marel in Q3 2021 and held it in 13 quarters.
  • Mackenzie Financial's JBT Marel position peaked at $501K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.