AWM
JBTM

Abound Wealth Management’s JBT Marel JBTM Stock Holding History

Abound Wealth Management’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
2026
Q2 		$145 Sell
1
-1
-50% -$129 ﹤0.01% 1200
2026
Q1 		$256 Hold
2
– – ﹤0.01% 1161
2025
Q4 		$302 Hold
2
– – ﹤0.01% 1044
2025
Q3 		$281 Hold
2
– – ﹤0.01% 1029
2025
Q2 		$241 Hold
2
– – ﹤0.01% 980
2025
Q1 		$245 Hold
2
– – ﹤0.01% 921
2024
Q4 		$255 Hold
2
– – ﹤0.01% 953
2024
Q3 		$198 Sell
2
-2
-50% -$185 ﹤0.01% 1171
2024
Q2 		$380 Hold
4
– – ﹤0.01% 909
2024
Q1 		$420 Hold
4
– – ﹤0.01% 964
2023
Q4 		$398 Hold
4
– – ﹤0.01% 1021
2023
Q3 		$421 Hold
4
– – ﹤0.01% 864
2023
Q2 		$486 Buy
+4
New +$439 ﹤0.01% 854

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's JBTM Position: Q2 2026 in Review

Abound Wealth Management reduced its JBT Marel (JBTM) stake by 50% in Q2 2026, selling an estimated $129 and leaving 1 share worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Abound Wealth Management first reported a position in JBTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $486 in Q2 2023. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Abound Wealth Management held 1 share of JBT Marel worth $145 as of Q2 2026.
  • Abound Wealth Management sold 1 JBT Marel share in Q2 2026, an estimated $129.
  • JBT Marel made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1200 holding.
  • Abound Wealth Management first reported a position in JBT Marel in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's JBT Marel position peaked at $486 in Q2 2023.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.