RIL
JBTM

Rothschild Investment LLC’s JBT Marel JBTM Stock Holding History

Rothschild Investment LLC’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 		$18.9K Sell
130
-7
-5% -$906 ﹤0.01% 1572
2026
Q1 		$17.5K Buy
137
+5
+4% +$756 ﹤0.01% 1475
2025
Q4 		$19.9K Buy
132
+7
+6% +$987 ﹤0.01% 1322
2025
Q3 		$17.6K Sell
125
-20
-14% -$2.73K ﹤0.01% 1270
2025
Q2 		$17.4K Buy
145
+35
+32% +$3.91K ﹤0.01% 1045
2025
Q1 		$13.4K Buy
110
+35
+47% +$4.43K ﹤0.01% 1100
2024
Q4 		$9.53K Buy
75
+10
+15% +$1.15K ﹤0.01% 1163
2024
Q3 		$6.4K Buy
65
+5
+8% +$462 ﹤0.01% 1221
2024
Q2 		$5.7K Buy
60
+5
+9% +$472 ﹤0.01% 1187
2024
Q1 		$5.77K Buy
55
+5
+10% +$498 ﹤0.01% 1122
2023
Q4 		$4.97K Buy
+50
New +$5.18K ﹤0.01% 1082

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Rothschild Investment LLC's JBTM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its JBT Marel (JBTM) stake by 5.1% in Q2 2026, selling an estimated $906 and leaving 130 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Rothschild Investment LLC first reported a position in JBTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.9K in Q4 2025. 171 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Rothschild Investment LLC held 130 shares of JBT Marel worth $18.9K as of Q2 2026.
  • Rothschild Investment LLC sold 7 JBT Marel shares in Q2 2026, an estimated $906.
  • JBT Marel made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1572 holding.
  • Rothschild Investment LLC first reported a position in JBT Marel in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's JBT Marel position peaked at $19.9K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.