Who owns JBTM (JBTM)
Which tracked institutional funds hold JBTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JBTM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
61 tracked funds added or opened JBTM while 149 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JBTM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JBTM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JBTM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 405 tracked filers holding JBTM, 208 increased or opened the position and 179 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JBTM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- VANGUARD PORTFOLIO MANAGEMENT LLC$360M
- VANGUARD CAPITAL MANAGEMENT LLC$298M
- VANGUARD FIDUCIARY TRUST CO$45M
- MIROVA$25M
- Qube Research & Technologies Ltd$22M
- Impax Asset Management Group plc$14M
Full exits 13
- VANGUARD GROUP INC$814M
- Artisan Partners Limited Partnership$85M
- COMERICA BANK$9M
- CASTLEARK MANAGEMENT LLC$9M
- DF DENT & CO INC$6M
- PEAK6 LLC$6M
Largest adds
- T. Rowe Price Investment Management, Inc.$178M
- PRICE T ROWE ASSOCIATES INC /MD/$132M
- MARSHALL WACE, LLP$18M
- JONES FINANCIAL COMPANIES LLLP$16M
- Schonfeld Strategic Advisors LLC$12M
- JANE STREET GROUP, LLC$12M
Largest trims
- BlackRock, Inc.$266M
- FMR LLC$228M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$67M
- Invesco Ltd.$53M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$42M
- P2 Capital Partners, LLC$39M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,922,188 | $885M | 12.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,814,287 | $360M | 5.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,750,925 | $352M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,329,850 | $298M | 4.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,076,753 | $266M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 1,997,155 | $255M | 3.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,675,392 | $214M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,283,605 | $164M | 2.3% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,072,457 | $137M | 2.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 907,210 | $137M | 1.9% | 2026-Q1 |
| Gildi - lifeyrissjodur trimmed | 1,067,147 | $133M | 1.9% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 790,054 | $101M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 727,628 | $93M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 686,844 | $88M | 1.3% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 664,550 | $85M | 1.2% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 660,040 | $84M | 1.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 557,378 | $71M | 1.0% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 553,424 | $71M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 548,226 | $70M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 571,575 | $70M | 1.0% | 2026-Q1 |
| FMR LLC trimmed | 505,201 | $65M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 469,502 | $60M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 466,741 | $60M | 0.8% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 448,167 | $57M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 434,737 | $56M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 415,199 | $53M | 0.8% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added | 384,477 | $49M | 0.7% | 2026-Q1 |
| SAMLYN CAPITAL, LLC trimmed | 351,608 | $45M | 0.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 349,808 | $45M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 348,895 | $45M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 362,334 | $44M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 345,411 | $44M | 0.6% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 343,034 | $44M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 339,897 | $43M | 0.6% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 338,959 | $43M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 338,778 | $43M | 0.6% | 2026-Q1 |
| 140 Summer Partners LP added | 315,202 | $40M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 305,363 | $39M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 296,736 | $38M | 0.5% | 2026-Q1 |
| TimesSquare Capital Management, LLC added | 266,581 | $34M | 0.5% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 262,142 | $34M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 254,407 | $33M | 0.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 250,078 | $32M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 247,272 | $32M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 238,274 | $30M | 0.4% | 2026-Q1 |
| P2 Capital Partners, LLC trimmed | 225,470 | $29M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 221,588 | $28M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 218,726 | $28M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 213,421 | $27M | 0.4% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 213,349 | $27M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 203,527 | $26M | 0.4% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 195,795 | $25M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 195,601 | $25M | 0.4% | 2026-Q1 |
| MIROVA added | 194,430 | $25M | 0.4% | 2026-Q1 |
| Conestoga Capital Advisors, LLC added | 194,415 | $25M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 187,205 | $24M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 185,898 | $24M | 0.3% | 2026-Q1 |
| MetLife Investment Management, LLC added | 184,535 | $24M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 174,839 | $22M | 0.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 168,115 | $21M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 163,255 | $21M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 162,986 | $21M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 156,056 | $20M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 151,797 | $19M | 0.3% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 151,550 | $19M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 143,870 | $18M | 0.3% | 2026-Q1 |
| ADVISORY RESEARCH INC added | 140,747 | $18M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 130,461 | $17M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 134,309 | $17M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 124,884 | $16M | 0.2% | 2026-Q1 |
| Amundi trimmed | 118,825 | $15M | 0.2% | 2026-Q1 |
| Tripletail Wealth Management, LLC | 114,615 | $14M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 107,478 | $14M | 0.2% | 2026-Q1 |
| Impax Asset Management Group plc added | 105,887 | $14M | 0.2% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY trimmed | 103,853 | $13M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 102,800 | $13M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 99,303 | $13M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 96,090 | $12M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 95,593 | $12M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 87,460 | $11M | 0.2% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 83,420 | $11M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 77,203 | $10M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System added | 77,069 | $10M | 0.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 76,991 | $10M | 0.1% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE added | 76,978 | $10M | 0.1% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 75,275 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,405,568 | $814M | 11.6% | 2025-Q4 stale |
| Artisan Partners Limited Partnership trimmed | 564,745 | $85M | 1.2% | 2025-Q4 stale |
| ACK Asset Management LLC | 350,546 | $49M | 0.7% | 2025-Q3 stale |
| MOORE CAPITAL MANAGEMENT, LP new | 339,512 | $41M | 0.6% | 2025-Q2 stale |
| SOROS FUND MANAGEMENT LLC new | 330,306 | $40M | 0.6% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 242,403 | $34M | 0.5% | 2025-Q3 stale |
| AXA S.A. trimmed | 260,232 | $31M | 0.4% | 2025-Q2 stale |
| Thematics Asset Management | 208,552 | $29M | 0.4% | 2025-Q3 stale |
| GLENVIEW CAPITAL MANAGEMENT, LLC added | 241,387 | $29M | 0.4% | 2025-Q2 stale |
| J. Goldman & Co LP new | 181,347 | $22M | 0.3% | 2025-Q2 stale |
| SEGALL BRYANT & HAMILL, LLC added | 117,174 | $14M | 0.2% | 2025-Q2 stale |
| Linden Advisors LP new | 86,500 | $12M | 0.2% | 2025-Q3 stale |
| Sea Cliff Partners Management, LP trimmed | 100,000 | $12M | 0.2% | 2025-Q2 stale |
| MACQUARIE GROUP LTD trimmed | 70,672 | $10M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.