Position in JBTM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$23,937,901
-$9,457,802 QoQ
Shares Held
187,205
-15.5% QoQ
Ownership
0.360%
of shares outstanding
% of Portfolio
0.01%
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)
Derivatives in JBTM
reported options exposure · as of Mar 31, 2026CallValue
$5,114,800
CallShares
40,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,321,813,912 across 44 Specialty Industrial Machinery names. JBTM ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
566,649 | $507,286,845 | |
| 2 | GEV |
GE Vernova Inc.
|
463,860 | $404,903,390 | |
| 3 | ETN |
Eaton Corp plc
|
496,007 | $177,406,817 | |
| 4 | CMI |
Cummins Inc
|
316,935 | $170,517,364 | |
| 5 | GNRC |
Generac Holdings Inc.
|
661,322 | $129,176,021 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,546,315 | $119,189,956 | |
| 7 | ITW |
Illinois Tool Works Inc
|
417,825 | $108,755,663 | |
| 8 | DOV |
DOVER Corp
|
441,130 | $91,953,546 |
All Filings in JBTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,937,901 | 187,205 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $5,114,800 | 40,000 | Call | Defined | 2026-05-13 | |
| 2025-12-31 | $33,395,703 | 221,648 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $12,156,367 | 86,553 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,084,432 | 50,594 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,830,979 | 55,900 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,852,109 | 61,779 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,895,897 | 29,397 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,475,616 | 36,597 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,970,840 | 47,391 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,393,202 | 44,175 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $5,803,410 | 55,197 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $8,030,544 | 66,204 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $6,418,053 | 58,725 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $4,579,376 | 50,141 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,267,320 | 49,620 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,467,738 | 58,574 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,724,361 | 65,201 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,083,669 | 65,666 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,394,220 | 66,839 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,182,471 | 29,326 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,104,102 | 15,780 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,760,769 | 15,463 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $908,698 | 9,889 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $932,283 | 10,838 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $594,752 | 8,008 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||