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Creative Planning JBTM Position History
JBT Marel Corporation • Industrials
Quarters held
8
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39K |
| Q3 2025 | $2.4M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3M |
| Q2 2026 | $64K |
| Q2 2026 | $3.7M |
| Q3 2026 | $71K |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 44.0K | — | — |
| Q3 2026 | $71K | 673 | — | — |
| Q2 2026 | $3.7M | 25.4K | — | — |
| Q2 2026 | $64K | 440 | — | — |
| Q1 2026 | $3M | 23.7K | — | — |
| Q4 2025 | $3.6M | 23.8K | — | — |
| Q3 2025 | $2.4M | 17.4K | — | — |
| Q3 2025 | $39K | 276 | — | — |
Other funds holding JBTM
$335.8M
$306.7M
$306.7M
$255.4M
$105.5M
$98.3M
$95.8M
$89.9M