MassMutual Private Wealth & Trust
JBTM icon

MassMutual Private Wealth & Trust’s JBT Marel JBTM Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$4.75K Sell
45
-1
-2% -$124 ﹤0.01% 1636
2026
Q2 		$6.67K Buy
46
+3
+7% +$388 ﹤0.01% 1577
2026
Q1 		$5.5K Buy
43
+4
+10% +$605 ﹤0.01% 1637
2025
Q4 		$5.88K Sell
39
-2
-5% -$282 ﹤0.01% 1611
2025
Q3 		$5.76K Hold
41
– – ﹤0.01% 1617
2025
Q2 		$4.93K Buy
41
+14
+52% +$1.56K ﹤0.01% 1642
2025
Q1 		$3.3K Buy
27
+1
+4% +$127 ﹤0.01% 1759
2024
Q4 		$3.3K Hold
26
– – ﹤0.01% 1682
2024
Q3 		$2.56K Sell
26
-10
-28% -$923 ﹤0.01% 1585
2024
Q2 		$3.42K Buy
36
+3
+9% +$283 ﹤0.01% 1448
2024
Q1 		$3.46K Buy
+33
New +$3.29K ﹤0.01% 1375
2023
Q4 		– Sell
-34
Closed -$3.58K – 2116
2023
Q3 		$3.58K Buy
34
+21
+162% +$2.35K ﹤0.01% 1351
2023
Q2 		$1.58K Buy
+13
New +$1.43K ﹤0.01% 1538
2022
Q4 		– Sell
-12
Closed -$1K – 1890
2022
Q3 		$1K Sell
12
-30
-71% -$3.18K ﹤0.01% 1575
2022
Q2 		$5K Buy
+42
New +$4.82K ﹤0.01% 925
2018
Q2 		– Sell
-3,649
Closed -$414K – 1154
2018
Q1 		$414K Buy
3,649
+309
+9% +$35.4K 0.03% 257
2017
Q4 		$370K Buy
3,340
+111
+3% +$12.1K 0.03% 279
2017
Q3 		$326K Buy
3,229
+148
+5% +$13.6K 0.03% 297
2017
Q2 		$302K Buy
+3,081
New +$274K 0.03% 284

Other funds holding JBTM

Lifeyrissjodur Verzlunarmanna
Lifeyrissjodur Verzlunarmanna Reykjavik $168M AUM 24.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's JBTM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its JBT Marel (JBTM) stake by 2.2% in Q3 2026, selling an estimated $124 and leaving 45 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

MassMutual Private Wealth & Trust first reported a position in JBTM in Q2 2017 and has held it in 19 quarters since. The position peaked at $414K in Q1 2018. 186 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • MassMutual Private Wealth & Trust held 45 shares of JBT Marel worth $4.75K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 1 JBT Marel share in Q3 2026, an estimated $124.
  • JBT Marel made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1636 holding.
  • MassMutual Private Wealth & Trust first reported a position in JBT Marel in Q2 2017 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's JBT Marel position peaked at $414K in Q1 2018.
  • 186 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.