SFS
JBTM

Sowell Financial Services’s JBT Marel JBTM Stock Holding History

Sowell Financial Services’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 		$247K Buy
1,702
+3
+0.2% +$388 0.01% 966
2026
Q1 		$217K Sell
1,699
-7
-0.4% -$1.06K 0.01% 1005
2025
Q4 		$257K Sell
1,706
-34
-2% -$4.79K 0.01% 894
2025
Q3 		$244K Buy
+1,740
New +$238K 0.01% 904
2021
Q2 		– Sell
-240
Closed -$34K – 2834
2021
Q1 		$34K Sell
240
-22
-8% -$2.89K ﹤0.01% 1825
2020
Q4 		$30K Buy
262
+50
+24% +$5.16K ﹤0.01% 1585
2020
Q3 		$19K Hold
212
– – ﹤0.01% 1590
2020
Q2 		$18K Sell
212
-14
-6% -$1.09K ﹤0.01% 1505
2020
Q1 		$17K Buy
226
+1
+0.4% +$100 ﹤0.01% 1447
2019
Q4 		$25K Sell
225
-231
-51% -$24.7K ﹤0.01% 1364
2019
Q3 		$45K Buy
+456
New +$50.2K ﹤0.01% 1032

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

Sowell Financial Services's JBTM Position: Q2 2026 in Review

Sowell Financial Services increased its JBT Marel (JBTM) stake by 0.18% in Q2 2026, buying an estimated $388 and bringing the position to 1,702 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #966.

Sowell Financial Services first reported a position in JBTM in Q3 2019 and has held it in 11 quarters since. The position peaked at $257K in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Sowell Financial Services held 1,702 shares of JBT Marel worth $247K as of Q2 2026.
  • Sowell Financial Services bought 3 JBT Marel shares in Q2 2026, an estimated $388.
  • JBT Marel made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #966 holding.
  • Sowell Financial Services first reported a position in JBT Marel in Q3 2019 and has held it in 11 quarters since.
  • Sowell Financial Services's JBT Marel position peaked at $257K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.