JBT MAREL CORP · CUSIP 477839104 · CIK 1406313
As of 2026-06-30, P2 Capital Partners, LLC reported 225.47K JBTM (shares), valued at $32.69M, or 13.31% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares unchanged; reported value increased 13.40%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.31% | 225,470 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 13.73% | 225,470 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 17.37% | 449,952 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 12.98% | 449,952 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 13.21% | 544,952 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 14.08% | 593,558 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 12.81% | 593,558 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 9.00% | 800,168 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 8.49% | 750,168 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 8.08% | 651,442 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 6.09% | 556,442 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.09% | 556,442 | $55.34M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 8.08% | 651,442 | $68.33M | Shares increased 17.07%; reported value increased 23.48%, and weight changed +1.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 8.49% | 750,168 | $71.24M | Shares increased 15.15%; reported value increased 4.26%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 9.00% | 800,168 | $78.82M | Shares increased 6.67%; reported value increased 10.64%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 12.81% | 593,558 | $75.44M | Shares decreased 25.82%; reported value decreased 4.29%, and weight changed +3.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 14.08% | 593,558 | $72.53M | Shares unchanged; reported value decreased 3.86%, and weight changed +1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 13.21% | 544,952 | $65.54M | Shares decreased 8.19%; reported value decreased 9.65%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 12.98% | 449,952 | $63.20M | Shares decreased 17.43%; reported value decreased 3.57%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 17.37% | 449,952 | $67.79M | Shares unchanged; reported value increased 7.28%, and weight changed +4.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 13.73% | 225,470 | $28.83M | Shares decreased 49.89%; reported value decreased 57.47%, and weight changed -3.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 13.31% | 225,470 | $32.69M | Shares unchanged; reported value increased 13.40%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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