MYIA
JBTM

Mount Yale Investment Advisors’s JBT Marel JBTM Stock Holding History

Mount Yale Investment 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 		$332K Buy
+2,600
New +$393K 0.01% 851

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

Mount Yale Investment Advisors's JBTM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in JBT Marel (JBTM) in Q1 2026: 2,600 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings.

406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Mount Yale Investment Advisors held 2,600 shares of JBT Marel worth $332K as of Q1 2026.
  • JBT Marel was a new Mount Yale Investment Advisors position in Q1 2026.
  • JBT Marel made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #851 holding.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.