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New Age Alpha Advisors, LLC: JCI position timeline

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

New Age Alpha Advisors, LLC held 44,591 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,591 shares
    Change vs previous 13F +1,654 shares

    0.28% of the 13F portfolio, value $6,515,191.

    13F-HR 0001764807-26-000009 filed by New Age Alpha Advisors, 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 42,937 shares
    Change vs previous 13F +16,876 shares

    0.26% of the 13F portfolio, value $5,622,600.

    13F-HR 0001764807-26-000005 filed by New Age Alpha Advisors, 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 26,061 shares
    Change vs previous 13F -32,737 shares

    0.13% of the 13F portfolio, value $3,120,805.

    13F-HR 0001764807-26-000002 filed by New Age Alpha Advisors, 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 58,798 shares
    Change vs previous 13F +29,208 shares

    0.27% of the 13F portfolio, value $6,336,715.

    13F-HR 0001764807-25-000004 filed by New Age Alpha Advisors, 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 29,590 shares
    Change vs previous 13F -4,951 shares

    0.14% of the 13F portfolio, value $3,125,296.

    13F-HR 0001855205-25-000042 filed by New Age Alpha Advisors, 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 34,541 shares
    Change vs previous 13F +2,409 shares

    0.12% of the 13F portfolio, value $2,767,080.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, 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/A 32,132 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,536,179.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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