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
Q2 		$376K Sell
2,591
-9
-0.3% -$1.17K 0.01% 892
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's JBTM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its JBT Marel (JBTM) stake by 0.35% in Q2 2026, selling an estimated $1.17K and leaving 2,591 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #892.

Mount Yale Investment Advisors first reported a position in JBTM in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Mount Yale Investment Advisors held 2,591 shares of JBT Marel worth $376K as of Q2 2026.
  • Mount Yale Investment Advisors sold 9 JBT Marel shares in Q2 2026, an estimated $1.17K.
  • JBT Marel made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #892 holding.
  • Mount Yale Investment Advisors first reported a position in JBT Marel in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.