Position in JBTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,174,091
+$17,039,543 QoQ
Shares Held
134,309
+14940.2% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 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, 2026JONES FINANCIAL COMPANIES LLLP holds $1,139,300,172 across 58 Specialty Industrial Machinery names. JBTM ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
594,884 | $212,772,159 | |
| 2 | GEV |
GE Vernova Inc.
|
207,057 | $180,740,055 | |
| 3 | AME |
Ametek Inc/
|
795,422 | $170,506,659 | |
| 4 | PH |
Parker-Hannifin Corp
|
122,544 | $109,706,290 | |
| 5 | EMR |
Emerson Electric Co
|
606,704 | $79,490,357 | |
| 6 | AOS |
Smith A O Corp
|
1,066,701 | $70,338,263 | |
| 7 | ITW |
Illinois Tool Works Inc
|
209,280 | $54,473,490 | |
| 8 | IR |
Ingersoll Rand Inc.
|
610,476 | $48,911,336 |
All Filings in JBTM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,174,091 | 134,309 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $134,548 | 893 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $112,921 | 804 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $102,100 | 849 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $74,297 | 608 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $69,015 | 543 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,540 | 107 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $456 | 5 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $4,146 | 35 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,374 | 35 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,919 | 35 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,991 | 35 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,666 | 35 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||