RA
JBTM

Rise Advisors’s JBT Marel JBTM Stock Holding History

Rise 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
2025
Q4 		– Sell
-93
Closed -$13K – 1512
2025
Q3 		$13K Hold
93
– – ﹤0.01% 844
2025
Q2 		$11.1K Buy
93
+1
+1% +$112 ﹤0.01% 928
2025
Q1 		$11.3K Sell
92
-11
-11% -$1.39K 0.01% 890
2024
Q4 		$13.1K Hold
103
– – 0.01% 888
2024
Q3 		$10.2K Hold
103
– – ﹤0.01% 1007
2024
Q2 		$9.8K Hold
103
– – 0.01% 1021
2024
Q1 		$10.8K Buy
+103
New +$10.3K 0.01% 1034
2023
Q4 		– Sell
-1
Closed -$78 – 674
2023
Q3 		$78 Sell
1
-116
-99% -$13K ﹤0.01% 630
2023
Q2 		$14.1K Hold
117
– – 0.01% 292
2023
Q1 		$12.7K Buy
117
+1
+0.9% +$106 0.01% 323
2022
Q4 		$10.6K Hold
116
– – 0.01% 346
2022
Q3 		$10K Hold
116
– – 0.01% 347
2022
Q2 		$13K Buy
+116
New +$13.3K 0.01% 306

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Rise Advisors's JBTM Position: Q4 2025 in Review

Rise Advisors sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 93 shares — an estimated $13K sold.

Rise Advisors first reported a position in JBTM in Q2 2022 and held it in 13 quarters. The position peaked at $14.1K in Q2 2023. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Rise Advisors reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 93 JBT Marel shares in Q4 2025, an estimated $13K.
  • Rise Advisors first reported a position in JBT Marel in Q2 2022 and held it in 13 quarters.
  • Rise Advisors's JBT Marel position peaked at $14.1K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.