Position in JCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,061,087
+$61,654 QoQ
Shares Held
8,103
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
All Filings in JCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,061,087 | 8,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $999,433 | 8,346 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,113,683 | 10,129 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $626,009 | 5,927 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $306,180 | 3,822 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $238,052 | 3,016 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $228,794 | 2,948 | Shares | Sole | 2024-11-13 | |
| 2022-09-30 | $116,946 | 2,376 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $116,300 | 2,429 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $175,465 | 2,676 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $211,649 | 2,603 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $177,212 | 2,603 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $181,183 | 2,640 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $159,259 | 2,669 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $28,280 | 607 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,795 | 607 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $21,439 | 628 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $24,641 | 914 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||