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Disclosery

Chevy Chase Trust Holdings, LLC: JCI position timeline

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

Chevy Chase Trust Holdings, LLC held 295,242 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 295,242 shares
    Change vs previous 13F -6,788 shares

    0.11% of the 13F portfolio, value $43,137,808.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 302,030 shares
    Change vs previous 13F -8,349 shares

    0.11% of the 13F portfolio, value $39,550,828.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 310,379 shares
    Change vs previous 13F -24,037 shares

    0.1% of the 13F portfolio, value $37,167,885.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 334,416 shares
    Change vs previous 13F -13,624 shares

    0.1% of the 13F portfolio, value $36,769,040.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 348,040 shares
    Change vs previous 13F +1,365 shares

    0.11% of the 13F portfolio, value $36,759,985.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 346,675 shares
    Change vs previous 13F -4,327 shares

    0.09% of the 13F portfolio, value $27,772,134.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 351,002 shares
    Change vs previous 13F -7,751 shares

    0.08% of the 13F portfolio, value $27,704,588.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 358,753 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $27,842,820.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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