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Disclosery

SMA Capital LLC: JCI position timeline

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

SMA Capital LLC held 56,000 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,000 shares
    Change vs previous 13F -33,850 shares

    3.44% of the 13F portfolio, value $8,182,160.

    13F-HR 0002075338-26-000006 filed by SMA Capital 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 89,850 shares
    Change vs previous 13F -5,150 shares

    5.08% of the 13F portfolio, value $11,765,858.

    13F-HR 0002075338-26-000005 filed by SMA Capital 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 95,000 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $11,376,250.

    13F-HR 0002075338-26-000003 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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