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
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 $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

Pinnacle Wealth Planning Services's JBTM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its JBT Marel (JBTM) stake by 7% in Q1 2026, buying an estimated $9.07K and bringing the position to 912 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #721.

Pinnacle Wealth Planning Services first reported a position in JBTM in Q4 2020 and has held it in 3 quarters since. The position peaked at $128K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 912 shares of JBT Marel worth $117K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 60 JBT Marel shares in Q1 2026, an estimated $9.07K.
  • JBT Marel made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #721 holding.
  • Pinnacle Wealth Planning Services first reported a position in JBT Marel in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's JBT Marel position peaked at $128K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.