GSWM
JBTM

Golden State Wealth Management’s JBT Marel JBTM Stock Holding History

Golden State 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 		$11.6K Hold
80
– – ﹤0.01% 1086
2026
Q1 		$10.2K Hold
80
– – ﹤0.01% 1082
2025
Q4 		$12.1K Hold
80
– – ﹤0.01% 1056
2025
Q3 		$11.2K Hold
80
– – ﹤0.01% 1074
2025
Q2 		$9.62K Hold
80
– – ﹤0.01% 1083
2025
Q1 		$9.78K Hold
80
– – ﹤0.01% 1004
2024
Q4 		$10.2K Buy
+80
New +$9.23K ﹤0.01% 961

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

Golden State Wealth Management's JBTM Position: Q2 2026 in Review

Golden State Wealth Management held its JBT Marel (JBTM) position steady in Q2 2026 at 80 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Golden State Wealth Management first reported a position in JBTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Golden State Wealth Management held 80 shares of JBT Marel worth $11.6K as of Q2 2026.
  • Golden State Wealth Management left its JBT Marel share count unchanged in Q2 2026.
  • JBT Marel made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1086 holding.
  • Golden State Wealth Management first reported a position in JBT Marel in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's JBT Marel position peaked at $12.1K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.