PS
JBTM

Principal Securities’s JBT Marel JBTM Stock Holding History

Principal Securities’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 		$367K Buy
2,872
+7
+0.2% +$1.06K 0.01% 1113
2025
Q4 		$432K Sell
2,865
-41
-1% -$5.78K 0.01% 993
2025
Q3 		$408K Buy
2,906
+187
+7% +$25.6K 0.01% 990
2025
Q2 		$327K Buy
2,719
+947
+53% +$106K 0.01% 1035
2025
Q1 		$225K Hold
1,772
– – 0.01% 1082
2024
Q4 		$225K Buy
1,772
+780
+79% +$90K 0.01% 1082
2024
Q3 		$97.7K Buy
992
+155
+19% +$14.3K ﹤0.01% 1406
2024
Q2 		$79.5K Buy
837
+754
+908% +$71.1K ﹤0.01% 1412
2024
Q1 		$8.71K Sell
83
-4
-5% -$398 ﹤0.01% 2398
2023
Q4 		$8.65K Buy
+87
New +$9.02K ﹤0.01% 2316

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 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

Principal Securities's JBTM Position: Q1 2026 in Review

Principal Securities increased its JBT Marel (JBTM) stake by 0.24% in Q1 2026, buying an estimated $1.06K and bringing the position to 2,872 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1113.

Principal Securities first reported a position in JBTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $432K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Principal Securities held 2,872 shares of JBT Marel worth $367K as of Q1 2026.
  • Principal Securities bought 7 JBT Marel shares in Q1 2026, an estimated $1.06K.
  • JBT Marel made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1113 holding.
  • Principal Securities first reported a position in JBT Marel in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's JBT Marel position peaked at $432K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.