Back to JBTM
Portside Wealth Group, LLC → JBTM
Portside Wealth Group, LLC JBTM Position History
JBT Marel Corporation • Industrials
Quarters held
10
Latest value
$225K
Q3 2026
Peak value
$323K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $317K |
| Q3 2025 | $104K |
| Q4 2025 | $194K |
| Q4 2025 | $323K |
| Q1 2026 | $261K |
| Q1 2026 | $206K |
| Q2 2026 | $265K |
| Q2 2026 | $286K |
| Q3 2026 | $184K |
| Q3 2026 | $225K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $225K | 2.1K | — | — |
| Q3 2026 | $184K | 1.7K | — | — |
| Q2 2026 | $286K | 2.0K | — | — |
| Q2 2026 | $265K | 1.8K | — | — |
| Q1 2026 | $206K | 1.6K | — | — |
| Q1 2026 | $261K | 2.0K | — | — |
| Q4 2025 | $323K | 2.1K | — | — |
| Q4 2025 | $194K | 1.3K | — | — |
| Q3 2025 | $104K | 743 | — | — |
| Q3 2025 | $317K | 2.3K | — | — |
Other funds holding JBTM
$335.8M
$306.7M
$306.7M
$255.4M
$105.5M
$98.3M
$95.8M
$89.9M