TWD
JBTM

True Wealth Design’s JBT Marel JBTM Stock Holding History

True Wealth Design’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 		$1.01K Hold
7
– – ﹤0.01% 1968
2026
Q1 		$896 Hold
7
– – ﹤0.01% 1845
2025
Q4 		$1.05K Hold
7
– – ﹤0.01% 1688
2025
Q3 		$984 Hold
7
– – ﹤0.01% 1752
2025
Q2 		$842 Buy
7
+4
+133% +$447 ﹤0.01% 1534
2025
Q1 		$367 Buy
+3
New +$380 ﹤0.01% 1678

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

True Wealth Design's JBTM Position: Q2 2026 in Review

True Wealth Design held its JBT Marel (JBTM) position steady in Q2 2026 at 7 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

True Wealth Design first reported a position in JBTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05K in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • True Wealth Design held 7 shares of JBT Marel worth $1.01K as of Q2 2026.
  • True Wealth Design left its JBT Marel share count unchanged in Q2 2026.
  • JBT Marel made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1968 holding.
  • True Wealth Design first reported a position in JBT Marel in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's JBT Marel position peaked at $1.05K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.