IWC
JBTM

Integrated Wealth Concepts’s JBT Marel JBTM Stock Holding History

Integrated Wealth Concepts’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 		$88.1K Buy
+608
New +$78.7K ﹤0.01% 2915

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

Integrated Wealth Concepts's JBTM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JBT Marel (JBTM) in Q2 2026: 608 shares worth $88.1K. The stake represents ﹤0.01% of the portfolio and ranks #2915 among its holdings.

390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Integrated Wealth Concepts held 608 shares of JBT Marel worth $88.1K as of Q2 2026.
  • JBT Marel was a new Integrated Wealth Concepts position in Q2 2026.
  • JBT Marel made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2915 holding.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.