VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. JBTM JBT MAREL GROUP

Ownership history in VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.  ·  7 quarters on record

AI Ownership Summary

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. reported JBT MAREL GROUP (JBTM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2026 Q1. The latest visible filing shows JBTM at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s position in JBT MAREL GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JBTM was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held JBTM — position size vs. price
% of Fund (quarterly)    JBTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 664,550 +169,655 +34.3% 0.85% $85.0M 2026-04-16 $128.48
2025 Q4 REDUCED 494,895 -10,030 -2.0% 0.73% $74.6M 2026-01-15 $158.84
2025 Q3 REDUCED 27.2% +10.7% 504,925 -188,550 -27.2% 0.64% $70.9M 2025-11-14 (Est.) $134.42
2025 Q2 ADDED 693,475 +121,130 +21.2% 0.78% $83.4M 2025-07-21 $128.59
2025 Q1 ADDED 572,345 +71,815 +14.3% 0.70% $69.9M 2025-04-17 $93.92
2024 Q4 ADDED 500,530 +5,635 +1.1% 0.59% $63.6M 2025-01-28 $127.73
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. and JBTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. reported owning JBTM?

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. reported JBTM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JBTM position in VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s portfolio?

The largest reported portfolio weight for JBTM was 0.85% in 2026 Q1.

What is the latest reported JBTM position on this page?

The most recent filing on this page is 2026 Q1, when VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. reported 664,550 shares, equal to 0.85% of portfolio, with an estimated market value of $85.0M.

What does the chart on this JBTM ownership page compare?

The chart compares VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s quarterly JBTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. time their JBTM position?

Based on 13F filing dates vs. subsequent JBTM price moves, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JBTM relative to SPY over the holding period was -12.2%.

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