JWA
JBTM

JFS Wealth Advisors’s JBT Marel JBTM Stock Holding History

JFS 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
Q2 		$3.77K Buy
26
+8
+44% +$1.04K ﹤0.01% 1392
2026
Q1 		$2.3K Hold
18
– – ﹤0.01% 1463
2025
Q4 		$2.71K Hold
18
– – ﹤0.01% 1452
2025
Q3 		$2.53K Hold
18
– – ﹤0.01% 1370
2025
Q2 		$2.17K Sell
18
-1
-5% -$112 ﹤0.01% 1377
2025
Q1 		$2.32K Buy
19
+1
+6% +$127 ﹤0.01% 1415
2024
Q4 		$2.29K Hold
18
– – ﹤0.01% 1419
2024
Q3 		$1.77K Buy
18
+5
+38% +$462 ﹤0.01% 1537
2024
Q2 		$1.24K Sell
13
-4
-24% -$377 ﹤0.01% 1618
2024
Q1 		$1.78K Sell
17
-3
-15% -$299 ﹤0.01% 1488
2023
Q4 		$1.99K Hold
20
– – ﹤0.01% 1442
2023
Q3 		$2.1K Hold
20
– – ﹤0.01% 1343
2023
Q2 		$2.43K Hold
20
– – ﹤0.01% 1312
2023
Q1 		$2.19K Buy
20
+10
+100% +$1.06K ﹤0.01% 1324
2022
Q4 		$913 Buy
10
+5
+100% +$458 ﹤0.01% 1622
2022
Q3 		$0 Sell
5
-24
-83% -$2.55K ﹤0.01% 1960
2022
Q2 		$3K Buy
29
+12
+71% +$1.38K ﹤0.01% 1257
2022
Q1 		$2K Buy
17
+10
+143% +$1.28K ﹤0.01% 1530
2021
Q4 		$1K Buy
+7
New +$1.09K ﹤0.01% 1632

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

JFS Wealth Advisors's JBTM Position: Q2 2026 in Review

JFS Wealth Advisors increased its JBT Marel (JBTM) stake by 44% in Q2 2026, buying an estimated $1.04K and bringing the position to 26 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

JFS Wealth Advisors first reported a position in JBTM in Q4 2021 and has held it in 19 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • JFS Wealth Advisors held 26 shares of JBT Marel worth $3.77K as of Q2 2026.
  • JFS Wealth Advisors bought 8 JBT Marel shares in Q2 2026, an estimated $1.04K.
  • JBT Marel made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1392 holding.
  • JFS Wealth Advisors first reported a position in JBT Marel in Q4 2021 and has held it in 19 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.