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FIRST TRUST ADVISORS LP: JBTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on JBTM, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 82,600 JBTM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,600 shares
    Change vs previous 13F -13,490 shares

    0.01% of the 13F portfolio, value $11,977,019.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 96,090 shares
    Change vs previous 13F +20,610 shares

    0.01% of the 13F portfolio, value $12,287,045.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,480 shares
    Change vs previous 13F +41,728 shares

    0.01% of the 13F portfolio, value $11,372,591.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,752 shares
    Change vs previous 13F -1,882 shares

    <0.01% of the 13F portfolio, value $4,740,486.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,634 shares
    Change vs previous 13F -6,427 shares

    <0.01% of the 13F portfolio, value $4,285,355.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,061 shares
    Change vs previous 13F -31,197 shares

    <0.01% of the 13F portfolio, value $5,139,854.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,258 shares
    Change vs previous 13F -2,152 shares

    0.01% of the 13F portfolio, value $9,311,091.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,428,639.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).