SGI
JBTM

Summit Global Investments’s JBT Marel JBTM Stock Holding History

Summit Global Investments’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
-4,043
Closed -$517K – 564
2026
Q1 		$517K Buy
+4,043
New +$611K 0.03% 324
2025
Q4 		– Sell
-7,491
Closed -$1.05M – 555
2025
Q3 		$1.05M Buy
+7,491
New +$1.02M 0.06% 193

Other funds holding JBTM

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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Global Investments's JBTM Position: Q2 2026 in Review

Summit Global Investments sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 4,043 shares — an estimated $517K sold.

Summit Global Investments first reported a position in JBTM in Q3 2025 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 116 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Summit Global Investments reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 4,043 JBT Marel shares in Q2 2026, an estimated $517K.
  • Summit Global Investments first reported a position in JBT Marel in Q3 2025 and held it in 2 quarters.
  • Summit Global Investments's JBT Marel position peaked at $1.05M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.