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
Q2 		– Sell
-39
Closed -$4.99K – 2335
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 $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

Twin Peaks Wealth Advisors's JBTM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 39 shares — an estimated $4.99K sold.

Twin Peaks Wealth Advisors first reported a position in JBTM in Q2 2025 and held it in 2 quarters. The position peaked at $15.2K in Q2 2025. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 39 JBT Marel shares in Q2 2026, an estimated $4.99K.
  • Twin Peaks Wealth Advisors first reported a position in JBT Marel in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's JBT Marel position peaked at $15.2K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.