JBHT
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 34.0 | P/B | 5.19 |
| EPS (TTM) | 6.14 | Dividend | 0.88% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.1M | 0.0% | +4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.9M | n/a | n/a |
| AQR Capital Management | 4.1M | 0.4% | +8% |
| JANUS HENDERSON GROUP PLC | 4.0M | n/a | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | n/a | n/a |
| State Street | 3.8M | 0.0% | −4% |
Top institutional owners for JBHT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUN 08 | Keefauver David | SELL | 703 | −$200K |
| JUN 08 | Webb Brian | SELL | 2K | −$426K |
| MAY 26 | Frazier Spencer | SELL | 2K | −$516K |
| MAY 18 | Hicks Bradley W. | SELL | 8K | −$2M |
| MAY 15 | Field Darren P. | SELL | 4K | −$1M |
| APR 22 | Hobbs Nicholas | SELL | 1K | −$319K |
0 insider buys, 7 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JBHT yet.