Financial Network Wealth Advisors
JBTM icon

Financial Network Wealth Advisors’s JBT Marel JBTM Stock Holding History

Financial Network Wealth Advisors’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
Q3 		$1.58K Hold
15
– – ﹤0.01% 781
2026
Q2 		$2.18K Hold
15
– – ﹤0.01% 692
2026
Q1 		$1.92K Hold
15
– – ﹤0.01% 677
2025
Q4 		$2.26K Hold
15
– – ﹤0.01% 654
2025
Q3 		$2.11K Hold
15
– – ﹤0.01% 659
2025
Q2 		$1.8K Buy
+15
New +$1.68K ﹤0.01% 670

Other funds holding JBTM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Financial Network Wealth Advisors's JBTM Position: Q3 2026 in Review

Financial Network Wealth Advisors held its JBT Marel (JBTM) position steady in Q3 2026 at 15 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Financial Network Wealth Advisors first reported a position in JBTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.26K in Q4 2025. 163 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Financial Network Wealth Advisors held 15 shares of JBT Marel worth $1.58K as of Q3 2026.
  • Financial Network Wealth Advisors left its JBT Marel share count unchanged in Q3 2026.
  • JBT Marel made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #781 holding.
  • Financial Network Wealth Advisors first reported a position in JBT Marel in Q2 2025 and has held it in 6 quarters since.
  • Financial Network Wealth Advisors's JBT Marel position peaked at $2.26K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.