Wealth Enhancement Advisory Services
JBTM

Wealth Enhancement Advisory Services’s JBT Marel JBTM Stock Holding History

Wealth Enhancement Advisory Services’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 		$289K Buy
2,116
+406
+24% +$52.6K ﹤0.01% 3242
2026
Q1 		$214K Sell
1,710
-238
-12% -$36K ﹤0.01% 3084
2025
Q4 		$300K Sell
1,948
-125
-6% -$17.6K ﹤0.01% 2919
2025
Q3 		$297K Sell
2,073
-10
-0.5% -$1.37K ﹤0.01% 2803
2025
Q2 		$263K Buy
+2,083
New +$233K ﹤0.01% 2744

Other funds holding JBTM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's JBTM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JBT Marel (JBTM) stake by 24% in Q2 2026, buying an estimated $52.6K and bringing the position to 2,116 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

Wealth Enhancement Advisory Services first reported a position in JBTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 56 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,116 shares of JBT Marel worth $289K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 406 JBT Marel shares in Q2 2026, an estimated $52.6K.
  • JBT Marel made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3242 holding.
  • Wealth Enhancement Advisory Services first reported a position in JBT Marel in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's JBT Marel position peaked at $300K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.