SFA
JBTM

Sequoia Financial Advisors’s JBT Marel JBTM Stock Holding History

Sequoia Financial 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
2026
Q2 		$270K Buy
+1,864
New +$241K ﹤0.01% 1753
2026
Q1 		– Sell
-1,443
Closed -$217K – 2085
2025
Q4 		$217K Buy
+1,443
New +$203K ﹤0.01% 1766

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

Sequoia Financial Advisors's JBTM Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in JBT Marel (JBTM) in Q2 2026: 1,864 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in JBTM as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in JBTM in Q4 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Sequoia Financial Advisors held 1,864 shares of JBT Marel worth $270K as of Q2 2026.
  • JBT Marel was a new Sequoia Financial Advisors position in Q2 2026.
  • JBT Marel made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1753 holding.
  • Sequoia Financial Advisors first reported a position in JBT Marel in Q4 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.