- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 10 Feb 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 4 listed it in both
- Shares listed
- 3,423,828
- combined, among listed positions
- Reported value
- $435m
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing JBTM in Q4 2024
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein LP | 1,188,990 | $151m | 0.05% | Trimmed | -42,757 | 12 Feb 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 1,102,081 | $140m | under 0.1% | Trimmed | -219,263 | 12 Feb 2025 (the filing on sec.gov) |
| Artisan Partners LP | 526,267 | $67m | 0.10% | Added | +403,155 | 12 Feb 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 201,773 | $26m | 0.06% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Glenview Capital Management LLC | 186,695 | $24m | 0.60% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Verition Fund Management LLC | 133,199 | $17m | 0.07% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| First Eagle Investment Management LLC | 84,823 | $11m | under 0.1% | Added | +400 | 10 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Artisan Partners LPexisting position · 526,267 shares now+403,155
- Glenview Capital Management LLCnew position · 186,695 shares now+186,695
- First Eagle Investment Management LLCexisting position · 84,823 shares now+400
Reductions
- Wellington Management Group LLPexisting position · 1,102,081 shares now-219,263
- AllianceBernstein LPexisting position · 1,188,990 shares now-42,757
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2013 | 1 | $363k | n.a. | n.a. |
| Q1 2015 | 1 | $14m | n.a. | n.a. |
| Q2 2015 | 1 | $19m | n.a. | n.a. |
| Q3 2015 | 3 | $268m | n.a. | n.a. |
| Q4 2015 | 3 | $316m | n.a. | n.a. |
| Q1 2016 | 4 | $362m | n.a. | n.a. |
| Q2 2016 | 3 | $279m | n.a. | n.a. |
| Q3 2016 | 3 | $303m | n.a. | n.a. |
| Q4 2016 | 3 | $348m | n.a. | n.a. |
| Q1 2017 | 5 | $370m | n.a. | n.a. |
| Q2 2017 | 3 | $401m | n.a. | n.a. |
| Q3 2017 | 2 | $423m | n.a. | n.a. |
| Q4 2017 | 3 | $508m | n.a. | n.a. |
| Q1 2018 | 2 | $560m | n.a. | n.a. |
| Q2 2018 | 4 | $587m | n.a. | n.a. |
| Q3 2018 | 4 | $743m | n.a. | n.a. |
| Q4 2018 | 3 | $437m | n.a. | n.a. |
| Q1 2019 | 3 | $559m | n.a. | n.a. |
| Q2 2019 | 3 | $726m | n.a. | n.a. |
| Q3 2019 | 5 | $566m | n.a. | n.a. |
| Q4 2019 | 5 | $663m | n.a. | n.a. |
| Q1 2020 | 5 | $465m | n.a. | n.a. |
| Q2 2020 | 6 | $578m | n.a. | n.a. |
| Q3 2020 | 6 | $617m | n.a. | n.a. |
| Q4 2020 | 6 | $703m | n.a. | n.a. |
| Q1 2021 | 4 | $529m | n.a. | n.a. |
| Q2 2021 | 4 | $706m | n.a. | n.a. |
| Q3 2021 | 4 | $697m | n.a. | n.a. |
| Q4 2021 | 4 | $707m | n.a. | n.a. |
| Q1 2022 | 5 | $603m | n.a. | n.a. |
| Q2 2022 | 5 | $573m | n.a. | n.a. |
| Q3 2022 | 3 | $96m | n.a. | n.a. |
| Q4 2022 | 1 | $8.2m | n.a. | n.a. |
| Q1 2023 | 3 | $151m | n.a. | n.a. |
| Q2 2023 | 3 | $169m | n.a. | n.a. |
| Q3 2023 | 2 | $23m | n.a. | n.a. |
| Q4 2023 | 2 | $20m | 0 | 2 |
| Q1 2024 | 2 | $21m | 1 | 1 |
| Q2 2024 | 4 | $126m | 3 | 1 |
| Q3 2024 | 5 | $275m | 4 | 1 |
| Q4 2024 | 7 | $435m | 5 | 2 |
| Q1 2025 | 8 | $360m | 3 | 4 |
| Q2 2025 | 10 | $391m | 7 | 3 |
| Q3 2025 | 7 | $495m | 5 | 5 |
| Q4 2025 | 4 | $460m | 10 | 17 |
| Q1 2026 | 5 | $515m | 12 | 14 |
| Q2 2026 | 5 | $609m | 14 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
JBTM and GE →JBTM and LRCX →JBTM and GEV →Choose a stock to compare with JBTM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own JBTM, latest filings →Back to the 13F Explorer →