Position in JBTM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$30,468,096
+$49,782 QoQ
Shares Held
238,274
+18.0% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,124,625,681 across 50 Specialty Industrial Machinery names. JBTM ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
756,940 | $677,642,965 | |
| 2 | ETN |
Eaton Corp plc
|
1,486,552 | $531,695,053 | |
| 3 | GEV |
GE Vernova Inc.
|
412,616 | $360,172,506 | |
| 4 | CMI |
Cummins Inc
|
573,520 | $308,565,230 | |
| 5 | EMR |
Emerson Electric Co
|
1,692,527 | $221,754,887 | |
| 6 | ITW |
Illinois Tool Works Inc
|
452,159 | $117,692,466 | |
| 7 | AME |
Ametek Inc/
|
470,099 | $100,770,421 | |
| 8 | XYL |
Xylem Inc.
|
802,063 | $95,846,528 |
All Filings in JBTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,468,096 | 238,274 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,418,314 | 201,887 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,998,306 | 234,947 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $29,873,425 | 248,407 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $27,753,330 | 227,114 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $27,401,107 | 215,587 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,533,474 | 188,138 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,865,946 | 188,122 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,333,553 | 98,518 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,251,932 | 93,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,336,326 | 88,799 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,475,355 | 61,627 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,494,124 | 68,571 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,214,851 | 57,099 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,403,036 | 62,826 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,949,282 | 62,935 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,575,672 | 47,064 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,998,189 | 45,573 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,996,846 | 42,667 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $5,688,826 | 39,888 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,426,354 | 33,196 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,281,385 | 20,035 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $511,551 | 5,567 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $398,702 | 4,635 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $565,194 | 7,610 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||