RWS
JBTM

Retirement Wealth Solutions’s JBT Marel JBTM Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.16K Buy
11
+4
+57% +$497 ﹤0.01% 707
2026
Q2 		$1.01K Sell
7
-3
-30% -$388 ﹤0.01% 644
2026
Q1 		$1.28K Hold
10
– – ﹤0.01% 595
2025
Q4 		$1.51K Buy
10
+2
+25% +$282 ﹤0.01% 519
2025
Q3 		$1.12K Buy
+8
New +$1.09K ﹤0.01% 540

Other funds holding JBTM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Retirement Wealth Solutions's JBTM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its JBT Marel (JBTM) stake by 57% in Q3 2026, buying an estimated $497 and bringing the position to 11 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Retirement Wealth Solutions first reported a position in JBTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.51K in Q4 2025. 12 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Retirement Wealth Solutions held 11 shares of JBT Marel worth $1.16K as of Q3 2026.
  • Retirement Wealth Solutions bought 4 JBT Marel shares in Q3 2026, an estimated $497.
  • JBT Marel made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #707 holding.
  • Retirement Wealth Solutions first reported a position in JBT Marel in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's JBT Marel position peaked at $1.51K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.