HNW
JBTM

High Note Wealth’s JBT Marel JBTM Stock Holding History

High Note Wealth’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
Q1 		$4.35K Hold
34
– – ﹤0.01% 591
2025
Q4 		$5.12K Sell
34
-1
-3% -$141 ﹤0.01% 493
2025
Q3 		$4.92K Hold
35
– – ﹤0.01% 477
2025
Q2 		$4.21K Sell
35
-2
-5% -$223 ﹤0.01% 499
2025
Q1 		$4.52K Hold
37
– – ﹤0.01% 457
2024
Q4 		$4.7K Buy
+37
New +$4.27K ﹤0.01% 457

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

High Note Wealth's JBTM Position: Q1 2026 in Review

High Note Wealth held its JBT Marel (JBTM) position steady in Q1 2026 at 34 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

High Note Wealth first reported a position in JBTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.12K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • High Note Wealth held 34 shares of JBT Marel worth $4.35K as of Q1 2026.
  • High Note Wealth left its JBT Marel share count unchanged in Q1 2026.
  • JBT Marel made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #591 holding.
  • High Note Wealth first reported a position in JBT Marel in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's JBT Marel position peaked at $5.12K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.