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
Q2 		$535K Buy
3,687
+815
+28% +$106K 0.01% 1045
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 $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

Principal Securities's JBTM Position: Q2 2026 in Review

Principal Securities increased its JBT Marel (JBTM) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 3,687 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #1045.

Principal Securities first reported a position in JBTM in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Principal Securities held 3,687 shares of JBT Marel worth $535K as of Q2 2026.
  • Principal Securities bought 815 JBT Marel shares in Q2 2026, an estimated $106K.
  • JBT Marel made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1045 holding.
  • Principal Securities first reported a position in JBT Marel in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.