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BROWN WEALTH MANAGEMENT, LLC → JBTM

BROWN WEALTH MANAGEMENT, LLC JBTM Position History

JBT Marel Corporation • Industrials

Quarters held
5
Latest value
$572K
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.3M
Q4 2025$1.9M
Q1 2026$1.1M
Q2 2026$1.3M
Q3 2026$572K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$572K5.4K——
Q2 2026$1.3M8.8K——
Q1 2026$1.1M8.8K——
Q4 2025$1.9M12.5K——
Q3 2025$2.3M16.5K——

Other funds holding JBTM

Other BROWN WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$78.6M
ETHA

ISHARES TR

$78.2M
ETHA

ISHARES TR

$69.6M
ETHA

ISHARES TR

$67.2M
VGES

VANGUARD INDEX FDS

$35.1M
VGES

VANGUARD INDEX FDS

$33.1M
VGES

VANGUARD TAX-MANAGED FDS

$31.8M
ETHA

ISHARES TR

$31.8M