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Disclosery

CX Institutional: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on JCI, newest first. How the timeline and the estimate are built.

CX Institutional held 15,425 JCI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,425 shares
    Change vs previous 13F +646 shares

    0.06% of the 13F portfolio, value $2,293,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,779 shares
    Change vs previous 13F +79 shares

    0.06% of the 13F portfolio, value $2,159,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,700 shares
    Change vs previous 13F -1,198 shares

    0.06% of the 13F portfolio, value $1,925,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,898 shares
    Change vs previous 13F -286 shares

    0.06% of the 13F portfolio, value $1,904,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,184 shares
    Change vs previous 13F -2,040 shares

    0.05% of the 13F portfolio, value $1,779,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 18,224 shares
    Change vs previous 13F -448 shares

    0.07% of the 13F portfolio, value $1,925,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,672 shares
    Change vs previous 13F -4,965 shares

    0.06% of the 13F portfolio, value $1,496,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,637 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,865,701.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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