BWM
JBTM

Brown Wealth Management’s JBT Marel JBTM Stock Holding History

Brown 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 		$1.28M Hold
8,832
– – 0.29% 50
2026
Q1 		$1.13M Sell
8,832
-3,691
-29% -$558K 0.29% 47
2025
Q4 		$1.89M Sell
12,523
-3,999
-24% -$564K 0.5% 39
2025
Q3 		$2.32M Buy
+16,522
New +$2.26M 0.65% 36

Other funds holding JBTM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Brown Wealth Management held its JBT Marel (JBTM) position steady in Q2 2026 at 8,832 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #50.

Brown Wealth Management first reported a position in JBTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q3 2025. 56 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Brown Wealth Management held 8,832 shares of JBT Marel worth $1.28M as of Q2 2026.
  • Brown Wealth Management left its JBT Marel share count unchanged in Q2 2026.
  • JBT Marel made up 0.29% of Brown Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Brown Wealth Management first reported a position in JBT Marel in Q3 2025 and has held it in 4 quarters since.
  • Brown Wealth Management's JBT Marel position peaked at $2.32M in Q3 2025.
  • 56 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.