PWMG
JBTM

Private Wealth Management Group’s JBT Marel JBTM Stock Holding History

Private Wealth Management Group’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 		$14.5K Buy
100
+16
+19% +$2.07K ﹤0.01% 476
2026
Q1 		$10.7K Hold
84
– – ﹤0.01% 502
2025
Q4 		$12.7K Hold
84
– – ﹤0.01% 443
2025
Q3 		$11.8K Hold
84
– – ﹤0.01% 465
2025
Q2 		$10.1K Hold
84
– – ﹤0.01% 486
2025
Q1 		$10.3K Hold
84
– – ﹤0.01% 461
2024
Q4 		$10.7K Hold
84
– – ﹤0.01% 444
2024
Q3 		$8.28K Hold
84
– – ﹤0.01% 515
2024
Q2 		$7.98K Hold
84
– – ﹤0.01% 515
2024
Q1 		$8.81K Hold
84
– – ﹤0.01% 445
2023
Q4 		$8.35K Buy
+84
New +$8.71K ﹤0.01% 450

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

Private Wealth Management Group's JBTM Position: Q2 2026 in Review

Private Wealth Management Group increased its JBT Marel (JBTM) stake by 19% in Q2 2026, buying an estimated $2.07K and bringing the position to 100 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Private Wealth Management Group first reported a position in JBTM in Q4 2023 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Private Wealth Management Group held 100 shares of JBT Marel worth $14.5K as of Q2 2026.
  • Private Wealth Management Group bought 16 JBT Marel shares in Q2 2026, an estimated $2.07K.
  • JBT Marel made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #476 holding.
  • Private Wealth Management Group first reported a position in JBT Marel in Q4 2023 and has held it in 11 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.