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Disclosery

Ethic Inc.: JCI position timeline

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

Ethic Inc. held 126,375 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,375 shares
    Change vs previous 13F +7,296 shares

    0.23% of the 13F portfolio, value $18,464,637.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 119,079 shares
    Change vs previous 13F -3,736 shares

    0.24% of the 13F portfolio, value $15,593,460.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 122,815 shares
    Change vs previous 13F +1,933 shares

    0.23% of the 13F portfolio, value $14,707,052.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 120,882 shares
    Change vs previous 13F +7,923 shares

    0.22% of the 13F portfolio, value $13,291,005.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 112,959 shares
    Change vs previous 13F +3,793 shares

    0.21% of the 13F portfolio, value $11,868,571.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 109,166 shares
    Change vs previous 13F +991 shares

    0.18% of the 13F portfolio, value $8,886,138.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 108,175 shares
    Change vs previous 13F +10,379 shares

    0.17% of the 13F portfolio, value $8,538,220.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 97,796 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,388,058.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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