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LPL Financial LLC: JCI position timeline

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

LPL Financial LLC held 595,837 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595,837 shares
    Change vs previous 13F -71,661 shares

    0.02% of the 13F portfolio, value $87,057,736.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 667,498 shares
    Change vs previous 13F -33,831 shares

    0.02% of the 13F portfolio, value $87,408,887.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 701,329 shares
    Change vs previous 13F +64,447 shares

    0.02% of the 13F portfolio, value $83,984,156.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 636,882 shares
    Change vs previous 13F +32,467 shares

    0.02% of the 13F portfolio, value $70,025,130.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 604,415 shares
    Change vs previous 13F +66,372 shares

    0.02% of the 13F portfolio, value $63,838,290.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 538,043 shares
    Change vs previous 13F -65,014 shares

    0.02% of the 13F portfolio, value $43,102,645.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 603,057 shares
    Change vs previous 13F +141,880 shares

    0.02% of the 13F portfolio, value $47,599,249.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 461,177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,791,910.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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