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

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

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. 391 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.
  • 391 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.