PWG
JBTM

Portside Wealth Group’s JBT Marel JBTM Stock Holding History

Portside Wealth Group’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 		$551K Buy
3,797
+145
+4% +$18.8K 0.06% 283
2026
Q1 		$467K Buy
3,652
+221
+6% +$33.4K 0.06% 268
2025
Q4 		$517K Buy
3,431
+432
+14% +$60.9K 0.07% 253
2025
Q3 		$421K Buy
2,999
+569
+23% +$77.8K 0.06% 299
2025
Q2 		$292K Buy
+2,430
New +$272K 0.04% 366

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 $3.37T AUM 44.26% 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

Portside Wealth Group's JBTM Position: Q2 2026 in Review

Portside Wealth Group increased its JBT Marel (JBTM) stake by 4% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,797 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #283.

Portside Wealth Group first reported a position in JBTM in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Portside Wealth Group held 3,797 shares of JBT Marel worth $551K as of Q2 2026.
  • Portside Wealth Group bought 145 JBT Marel shares in Q2 2026, an estimated $18.8K.
  • JBT Marel made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #283 holding.
  • Portside Wealth Group first reported a position in JBT Marel in Q2 2025 and has held it in 5 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.