TPWA
JBTM

Twin Peaks Wealth Advisors’s JBT Marel JBTM Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.99K Buy
+39
New +$5.9K ﹤0.01% 1401
2025
Q3 		– Sell
-108
Closed -$15.2K – 2258
2025
Q2 		$15.2K Buy
+108
New +$12.1K ﹤0.01% 716

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

Twin Peaks Wealth Advisors's JBTM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in JBT Marel (JBTM) in Q1 2026: 39 shares worth $4.99K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JBTM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JBTM in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.2K in Q2 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 39 shares of JBT Marel worth $4.99K as of Q1 2026.
  • JBT Marel was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • JBT Marel made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1401 holding.
  • Twin Peaks Wealth Advisors first reported a position in JBT Marel in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's JBT Marel position peaked at $15.2K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.