Position in JBTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,977,000
-$310,028 QoQ
Shares Held
82,600
-14.0% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $4,772,752,885 across 45 Specialty Industrial Machinery names. JBTM ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,125,697 | $1,331,922,005 | |
| 2 | GEV |
GE Vernova Inc.
|
1,010,178 | $1,186,817,725 | |
| 3 | DOV |
DOVER Corp
|
993,766 | $222,881,838 | |
| 4 | WTS |
Watts Water Technologies Inc
|
546,475 | $213,917,638 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
6,103,655 | $157,657,408 | |
| 6 | AOS |
Smith A O Corp
|
2,301,289 | $144,336,846 | |
| 7 | ITT |
Itt Inc.
|
605,838 | $119,810,522 | |
| 8 | IEX |
Idex Corp /De/
|
491,135 | $111,463,088 |
All Filings in JBTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,977,000 | 82,600 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,287,028 | 96,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,372,571 | 75,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,740,468 | 33,752 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,285,344 | 35,634 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,139,854 | 42,061 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,311,091 | 73,258 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,428,639 | 75,410 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,692,664 | 81,001 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,685,039 | 101,869 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,754,834 | 37,756 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,648,883 | 34,705 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,762,483 | 31,018 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,026,677 | 27,694 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,944,872 | 21,295 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,657,392 | 19,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,993,081 | 18,050 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,279,125 | 19,238 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,750,413 | 17,911 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,574,735 | 18,319 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,297,517 | 23,121 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,887,211 | 21,653 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,293,341 | 20,140 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,339,021 | 14,572 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,628,358 | 18,930 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,591,503 | 34,893 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||