PMFA
JBTM

Plante Moran Financial Advisors’s JBT Marel JBTM Stock Holding History

Plante Moran Financial 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 		$1.45K Buy
+10
New +$1.29K ﹤0.01% 808
2016
Q1 		– Sell
-120
Closed -$6K – 1051
2015
Q4 		$6K Buy
+120
New +$5.45K ﹤0.01% 696

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

Plante Moran Financial Advisors's JBTM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in JBT Marel (JBTM) in Q2 2026: 10 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in JBTM as recently as Q4 2015.

Plante Moran Financial Advisors first reported a position in JBTM in Q4 2015 and has held it in 2 quarters since. The position peaked at $6K in Q4 2015. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of JBT Marel worth $1.45K as of Q2 2026.
  • JBT Marel was a new Plante Moran Financial Advisors position in Q2 2026.
  • JBT Marel made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #808 holding.
  • Plante Moran Financial Advisors first reported a position in JBT Marel in Q4 2015 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's JBT Marel position peaked at $6K in Q4 2015.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.