Position in JBTM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,243,885
+$3,069,794 QoQ
Shares Held
139,613
+3.9% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 391 holders
Holding Since
Mar 2021
14 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 Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,362,225,037 across 59 Specialty Industrial Machinery names. JBTM ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
659,078 | $280,846,317 | |
| 2 | GEV |
GE Vernova Inc.
|
233,947 | $274,854,971 | |
| 3 | AME |
Ametek Inc/
|
753,450 | $182,289,692 | |
| 4 | PH |
Parker-Hannifin Corp
|
126,804 | $124,029,527 | |
| 5 | EMR |
Emerson Electric Co
|
692,838 | $99,179,759 | |
| 6 | AOS |
Smith A O Corp
|
1,015,428 | $63,687,643 | |
| 7 | CMI |
Cummins Inc
|
73,802 | $52,636,323 | |
| 8 | ITW |
Illinois Tool Works Inc
|
133,626 | $36,141,824 |
All Filings in JBTM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,243,885 | 139,613 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||