Position in JCI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$823,151
-$75,932 QoQ
Shares Held
6,286
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $845,359 across 5 Building Products & Equipment names. JCI ranks #1 (97.4% of the industry book) .
All Filings in JCI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $823,151 | 6,286 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $899,083 | 7,508 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,221,434 | 11,109 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,445,832 | 13,689 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $234,802 | 2,931 | Shares | Sole | 2025-04-15 | |
| 2023-09-30 | $638 | 12 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $817 | 12 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $722 | 12 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $590 | 12 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $574 | 12 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $786 | 12 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $1,049,956 | 12,913 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,120,801 | 16,463 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,311,107 | 19,104 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,346,751 | 22,570 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||