Back to JCI
Concurrent Investment Advisors, LLC → JCI
Concurrent Investment Advisors, LLC JCI Position History
Johnson Controls International plc • Industrials
Quarters held
9
Latest value
$18.1M
Q3 2026
Peak value
$18.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $878K |
| Q4 2025 | $415K |
| Q4 2025 | $14.3M |
| Q1 2026 | $15.2M |
| Q1 2026 | $1.1M |
| Q2 2026 | $17.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $204K |
| Q3 2026 | $18.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.1M | 122.0K | — | — |
| Q3 2026 | $204K | 1.4K | — | — |
| Q2 2026 | $1.1M | 7.3K | — | — |
| Q2 2026 | $17.3M | 118.3K | — | — |
| Q1 2026 | $1.1M | 8.6K | — | — |
| Q1 2026 | $15.2M | 116.0K | — | — |
| Q4 2025 | $14.3M | 119.2K | — | — |
| Q4 2025 | $415K | 3.5K | — | — |
| Q3 2025 | $878K | 8.0K | — | — |
Other funds holding JCI
$8.1B
$7.5B
$7.2B
$7.2B
$7.1B
$7.1B
$6.9B