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Baker Avenue Asset Management, LP: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on JCI, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 202,420 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,420 shares
    Change vs previous 13F +5,284 shares

    0.56% of the 13F portfolio, value $29,575,531.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, 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 197,136 shares
    Change vs previous 13F +2,491 shares

    0.59% of the 13F portfolio, value $25,815,001.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, 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 194,645 shares
    Change vs previous 13F +3,715 shares

    0.54% of the 13F portfolio, value $23,308,768.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, 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 190,930 shares
    Change vs previous 13F -1,206 shares

    0.5% of the 13F portfolio, value $20,992,758.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, 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 192,136 shares
    Change vs previous 13F -11,750 shares

    0.58% of the 13F portfolio, value $20,293,452.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, 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 203,886 shares
    Change vs previous 13F -1,529 shares

    0.51% of the 13F portfolio, value $16,333,295.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, 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 205,415 shares
    Change vs previous 13F -429 shares

    0.5% of the 13F portfolio, value $16,213,370.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, 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 205,844 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $15,975,547.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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