Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
391 institutional managers reported holding JBTM for the quarter ended Mar 31, 2026. Together they hold about 93% of shares outstanding; the top 10 hold 50%. 57 opened new positions; 46 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.67M | 14.64% | $980.9M | unchanged | ≤2013 |
| Vanguard Group | 5.58M | 10.64% | $713.3M | added +1.7% | ≤2013 |
| T. Rowe Price | 2.75M | 5.25% | $351.8M | added +88.6% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 2.08M | 3.96% | $265.6M | added +255.7% | 2022 Q3 |
| State Street | 2.00M | 3.81% | $255.4M | added +2.4% | ≤2013 |
| UBS | 1.98M | 3.78% | $253.3M | trimmed -10.5% | ≤2013 |
| Geode Capital | 1.28M | 2.45% | $164.2M | added +3% | ≤2013 |
| Kayne Anderson Rudnick Investment Management LLC | 1.07M | 2.05% | $137.2M | trimmed -4.2% | 2020 Q2 |
| Gildi - lifeyrissjodur (focused) | 1.07M | 2.04% | $136.5M | trimmed -3.8% | 2025 Q4 |
| AllianceBernstein | 907.2k | 1.73% | $116.0M | trimmed -6% | ≤2013 |
| Royce & Associates | 790.1k | 1.51% | $101.0M | added +18.2% | ≤2013 |
| Charles Schwab Investment Management | 727.6k | 1.39% | $93.1M | unchanged | ≤2013 |
| Ameriprise Financial INC | 686.8k | 1.31% | $87.8M | trimmed -4.1% | ≤2013 |
| Vaughan Nelson Investment Management, L.p. | 664.5k | 1.27% | $85.0M | added +34.3% | 2024 Q4 |
| Bamco INC /NY/ | 660.0k | 1.26% | $84.4M | trimmed -5.7% | 2017 Q1 |
| Congress Asset Management CO | 557.4k | 1.06% | $71.3M | added +13% | 2025 Q2 |
| Adage Capital Partners GP, L.l.c. | 553.4k | 1.06% | $70.8M | trimmed -16.2% | 2024 Q2 |
| FMR (Fidelity) | 550.9k | 1.05% | $70.5M | trimmed -71.6% | 2016 Q2 |
| Northern Trust | 548.2k | 1.05% | $70.1M | added +2.7% | ≤2013 |
| Morgan Stanley | 469.5k | 0.90% | $60.0M | trimmed -17.5% | ≤2013 |
| Bank OF America CORP /DE/ | 466.7k | 0.89% | $59.7M | added +3.9% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 455.2k | 0.87% | $58.2M | trimmed -32.2% | 2018 Q1 |
| Victory Capital Management INC | 434.7k | 0.83% | $55.6M | trimmed -12.1% | 2019 Q1 |
| Royal Bank OF Canada | 415.2k | 0.79% | $53.1M | added +4.6% | ≤2013 |
| Deroy & Devereaux Private Investment Counsel INC | 384.5k | 0.73% | $49.2M | added +19.7% | 2023 Q1 |
| BNP Paribas Financial Markets | 375.0k | 0.72% | $48.0M | added +5.6% | 2014 Q2 |
| Samlyn Capital, LLC | 351.6k | 0.67% | $45.0M | trimmed -22.6% | 2025 Q1 |
| Nuveen | 349.8k | 0.67% | $44.7M | trimmed -4.2% | 2019 Q2 |
| Franklin Resources | 345.4k | 0.66% | $44.2M | added +18.3% | 2022 Q3 |
| Silvercrest Asset Management Group LLC | 343.0k | 0.66% | $43.9M | trimmed -3.5% | 2025 Q3 |
| BNY Mellon | 339.9k | 0.65% | $43.5M | trimmed -1% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 339.0k | 0.65% | $43.3M | trimmed -27% | 2024 Q2 |
| Goldman Sachs | 338.8k | 0.65% | $43.3M | added +58.2% | ≤2013 |
| 140 Summer Partners LP (focused) | 315.2k | 0.60% | $40.3M | added +4.2% | 2025 Q3 |
| Wellington Management | 304.5k | 0.58% | $38.9M | trimmed -32.3% | ≤2013 |
| TimesSquare Capital Management, LLC | 266.6k | 0.51% | $34.1M | added +0.6% | 2024 Q4 |
| ArrowMark Colorado Holdings LLC | 262.1k | 0.50% | $33.5M | trimmed -9.2% | 2024 Q3 |
| Principal Financial Group INC | 257.3k | 0.49% | $32.9M | added +2.1% | ≤2013 |
| Natixis Advisors, LLC | 247.3k | 0.47% | $31.6M | added +8.3% | 2014 Q1 |
| Envestnet Asset Management INC | 238.3k | 0.46% | $30.5M | added +18% | 2016 Q4 |
| P2 Capital Partners, LLC (focused) | 225.5k | 0.43% | $28.8M | trimmed -49.9% | 2023 Q1 |
| Legal & General Group PLC | 221.6k | 0.42% | $28.3M | added +2.2% | 2014 Q3 |
| Point72 | 218.7k | 0.42% | $28.0M | added +0.7% | 2023 Q4 |
| Citadel Advisors | 213.4k | 0.41% | $27.3M | added +37.3% | 2018 Q2 |
| Bragg Financial Advisors, INC | 213.3k | 0.41% | $27.3M | added +14.1% | 2024 Q1 |
| Wells Fargo & COMPANY/MN | 203.5k | 0.39% | $26.0M | trimmed -23.3% | ≤2013 |
| Driehaus Capital Management LLC | 195.8k | 0.37% | $25.0M | trimmed -31.9% | 2024 Q4 |
| Bessemer Group INC | 195.6k | 0.37% | $25.0M | trimmed -49.4% | 2022 Q2 |
| Mirova US LLC | 194.4k | 0.37% | $24.9M | opened | 2026 Q1 |
| Conestoga Capital Advisors, LLC | 194.4k | 0.37% | $24.9M | added +3.1% | 2016 Q4 |
Largest 50 of 391 shown; the full ranked, searchable register is at boothcheck.com/holders/JBTM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.