WANY
JBTM

Wealthspire Advisors (New York)’s JBT Marel JBTM Stock Holding History

Wealthspire Advisors (New York)’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
-114
Closed -$16K – 3035
2025
Q3 		$16K Buy
+114
New +$15.6K ﹤0.01% 1793

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

Wealthspire Advisors (New York)'s JBTM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 114 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in JBTM in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 JBT Marel shares in Q4 2025, an estimated $16K.
  • Wealthspire Advisors (New York) first reported a position in JBT Marel in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s JBT Marel position peaked at $16K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.