SIS
JBTM

Sound Income Strategies’s JBT Marel JBTM Stock Holding History

Sound Income Strategies’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 		– Sell
-106
Closed -$13.7K – 2528
2026
Q1 		$13.7K Hold
106
– – ﹤0.01% 1359
2025
Q4 		$16.9K Buy
+106
New +$14.9K ﹤0.01% 1225

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's JBTM Position: Q2 2026 in Review

Sound Income Strategies sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 106 shares — an estimated $13.7K sold.

Sound Income Strategies first reported a position in JBTM in Q4 2025 and held it in 2 quarters. The position peaked at $16.9K in Q4 2025. 308 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Sound Income Strategies reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 106 JBT Marel shares in Q2 2026, an estimated $13.7K.
  • Sound Income Strategies first reported a position in JBT Marel in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's JBT Marel position peaked at $16.9K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.