PWPS
JBTM

Pinnacle Wealth Planning Services’s JBT Marel JBTM Stock Holding History

Pinnacle Wealth Planning Services’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 		$135K Buy
934
+22
+2% +$2.85K 0.01% 713
2026
Q1 		$117K Buy
912
+60
+7% +$9.07K 0.01% 721
2025
Q4 		$128K Buy
+852
New +$120K 0.01% 658
2021
Q1 		– Sell
-24
Closed -$3K – 2027
2020
Q4 		$3K Buy
+24
New +$2.48K ﹤0.01% 1878

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

Pinnacle Wealth Planning Services's JBTM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its JBT Marel (JBTM) stake by 2.4% in Q2 2026, buying an estimated $2.85K and bringing the position to 934 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #713.

Pinnacle Wealth Planning Services first reported a position in JBTM in Q4 2020 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 934 shares of JBT Marel worth $135K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 JBT Marel shares in Q2 2026, an estimated $2.85K.
  • JBT Marel made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #713 holding.
  • Pinnacle Wealth Planning Services first reported a position in JBT Marel in Q4 2020 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.