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Disclosery

CWM, LLC: JCI position timeline

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

CWM, LLC held 101,845 JCI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 101,845 shares
    Change vs previous 13F +23,347 shares

    0.04% of the 13F portfolio, value $13,336,557.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 78,498 shares
    Change vs previous 13F -244 shares

    0.03% of the 13F portfolio, value $9,400,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 78,742 shares
    Change vs previous 13F +1,403 shares

    0.03% of the 13F portfolio, value $8,658,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 77,339 shares
    Change vs previous 13F +21,535 shares

    0.03% of the 13F portfolio, value $8,169,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 55,804 shares
    Change vs previous 13F +35,579 shares

    0.02% of the 13F portfolio, value $4,470,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,225 shares
    Change vs previous 13F -6,717 shares

    0.01% of the 13F portfolio, value $1,596,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 26,942 shares
    Change vs previous 13F +451 shares

    0.01% of the 13F portfolio, value $2,091,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 26,491 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,761,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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