BWL
JBTM

Bogart Wealth LLC’s JBT Marel JBTM Stock Holding History

Bogart Wealth LLC’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 		$580 Buy
4
+1
+33% +$129 ﹤0.01% 1747
2026
Q1 		$384 Buy
+3
New +$454 ﹤0.01% 1650
2024
Q2 		– Sell
-22
Closed -$2.31K – 1184
2024
Q1 		$2.31K Hold
22
– – ﹤0.01% 888
2023
Q4 		$2.19K Hold
22
– – ﹤0.01% 886
2023
Q3 		$2.31K Hold
22
– – ﹤0.01% 861
2023
Q2 		$2.67K Hold
22
– – ﹤0.01% 844
2023
Q1 		$2.4K Buy
+22
New +$2.33K ﹤0.01% 879

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

Bogart Wealth LLC's JBTM Position: Q2 2026 in Review

Bogart Wealth LLC increased its JBT Marel (JBTM) stake by 33% in Q2 2026, buying an estimated $129 and bringing the position to 4 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Bogart Wealth LLC first reported a position in JBTM in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.67K in Q2 2023. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of JBT Marel worth $580 as of Q2 2026.
  • Bogart Wealth LLC bought 1 JBT Marel share in Q2 2026, an estimated $129.
  • JBT Marel made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1747 holding.
  • Bogart Wealth LLC first reported a position in JBT Marel in Q1 2023 and has held it in 7 quarters since.
  • Bogart Wealth LLC's JBT Marel position peaked at $2.67K in Q2 2023.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.