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
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 $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 $231M AUM 20.57% 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

Root Financial Partners's JBTM Position: Q1 2026 in Review

Root Financial Partners held its JBT Marel (JBTM) position steady in Q1 2026 at 1 share worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Root Financial Partners first reported a position in JBTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $151 in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Root Financial Partners held 1 share of JBT Marel worth $128 as of Q1 2026.
  • Root Financial Partners left its JBT Marel share count unchanged in Q1 2026.
  • JBT Marel made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3238 holding.
  • Root Financial Partners first reported a position in JBT Marel in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's JBT Marel position peaked at $151 in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.