RFP
JBTM

Root Financial Partners’s JBT Marel JBTM Stock Holding History

Root Financial Partners’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 		– Sell
-1
Closed -$128 – 3392
2026
Q1 		$128 Hold
1
– – ﹤0.01% 3238
2025
Q4 		$151 Hold
1
– – ﹤0.01% 2309
2025
Q3 		$140 Buy
+1
New +$137 ﹤0.01% 2224

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

Root Financial Partners's JBTM Position: Q2 2026 in Review

Root Financial Partners sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 1 share — an estimated $128 sold.

Root Financial Partners first reported a position in JBTM in Q3 2025 and held it in 3 quarters. The position peaked at $151 in Q4 2025. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Root Financial Partners reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 JBT Marel share in Q2 2026, an estimated $128.
  • Root Financial Partners first reported a position in JBT Marel in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JBT Marel position peaked at $151 in Q4 2025.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.