L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
13 May 2024
latest of these filings; the earliest 9 May 2024
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 2 listed it in both
Shares listed
198,969
combined, among listed positions
Reported value
$21m
combined, at the quarter end

Among the 93 comparable managers: 1 buyer (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was -6,598.

Managers listing JBTM in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Artisan Partners LP130,750$14munder 0.1%Trimmed-7,59813 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC68,219$7.2munder 0.1%Added+1,0009 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

035810201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
JBTM by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$363kn.a.n.a.
Q1 20151$14mn.a.n.a.
Q2 20151$19mn.a.n.a.
Q3 20153$268mn.a.n.a.
Q4 20153$316mn.a.n.a.
Q1 20164$362mn.a.n.a.
Q2 20163$279mn.a.n.a.
Q3 20163$303mn.a.n.a.
Q4 20163$348mn.a.n.a.
Q1 20175$370mn.a.n.a.
Q2 20173$401mn.a.n.a.
Q3 20172$423mn.a.n.a.
Q4 20173$508mn.a.n.a.
Q1 20182$560mn.a.n.a.
Q2 20184$587mn.a.n.a.
Q3 20184$743mn.a.n.a.
Q4 20183$437mn.a.n.a.
Q1 20193$559mn.a.n.a.
Q2 20193$726mn.a.n.a.
Q3 20195$566mn.a.n.a.
Q4 20195$663mn.a.n.a.
Q1 20205$465mn.a.n.a.
Q2 20206$578mn.a.n.a.
Q3 20206$617mn.a.n.a.
Q4 20206$703mn.a.n.a.
Q1 20214$529mn.a.n.a.
Q2 20214$706mn.a.n.a.
Q3 20214$697mn.a.n.a.
Q4 20214$707mn.a.n.a.
Q1 20225$603mn.a.n.a.
Q2 20225$573mn.a.n.a.
Q3 20223$96mn.a.n.a.
Q4 20221$8.2mn.a.n.a.
Q1 20233$151mn.a.n.a.
Q2 20233$169mn.a.n.a.
Q3 20232$23mn.a.n.a.
Q4 20232$20m02
Q1 20242$21m11
Q2 20244$126m31
Q3 20245$275m41
Q4 20247$435m52
Q1 20258$360m34
Q2 202510$391m73
Q3 20257$495m55
Q4 20254$460m1017
Q1 20265$515m1214
Q2 20265$609m1414

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 →