TIM
JBTM

Tortoise Investment Management’s JBT Marel JBTM Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-4
Closed -$562 – 1544
2025
Q3 		$562 Buy
4
+3
+300% +$410 ﹤0.01% 1152
2025
Q2 		$120 Buy
+1
New +$112 ﹤0.01% 1246

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Tortoise Investment Management's JBTM Position: Q4 2025 in Review

Tortoise Investment Management sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 4 shares — an estimated $562 sold.

Tortoise Investment Management first reported a position in JBTM in Q2 2025 and held it in 2 quarters. The position peaked at $562 in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Tortoise Investment Management reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 JBT Marel shares in Q4 2025, an estimated $562.
  • Tortoise Investment Management first reported a position in JBT Marel in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's JBT Marel position peaked at $562 in Q3 2025.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.