JCI β€” JOHNSON CTLS INTL PLC

Ownership history in Keyes, Stange & Wooten Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Keyes, Stange & Wooten Wealth Management, LLC reported JOHNSON CTLS INTL PLC (JCI) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q2. The latest visible filing shows JCI at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keyes, Stange & Wooten Wealth Management, LLC's position in JOHNSON CTLS INTL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JCI was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keyes, Stange & Wooten Wealth Management, LLC held JCI β€” position size vs. price
% of Fund (quarterly)    JCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,861 -516 -6.2% 0.45% $941K 2026-02-14 (Est.) $138.81
2025 Q3 REDUCED 8,377 -47 -0.6% 0.45% $921K 2025-11-25 $114.30
2025 Q2 REDUCED 8,424 -230 -2.7% 0.46% $890K 2025-08-11 $105.39
2025 Q1 ADDED 8,654 +22 +0.3% 0.39% $693K 2025-05-05 $88.73
2024 Q4 ADDED 8,632 +48 +0.6% 0.40% $681K 2025-02-13 $87.57
2024 Q3 ADDED 8,584 +276 +3.3% 0.40% $666K 2024-11-12 $83.83
2024 Q2 ADDED 8,308 +526 +6.8% 0.38% $552K 2024-07-24 $66.16
2024 Q1 INITIATED 7,782 β€” β€” 0.45% $508K 2024-05-08 $63.56

FAQ About Keyes, Stange & Wooten Wealth Management, LLC and JCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keyes, Stange & Wooten Wealth Management, LLC reported owning JCI?

Keyes, Stange & Wooten Wealth Management, LLC reported JCI across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JCI position in Keyes, Stange & Wooten Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JCI was 0.46% in 2025 Q2.

What is the latest reported JCI position on this page?

The most recent filing on this page is 2025 Q4, when Keyes, Stange & Wooten Wealth Management, LLC reported 7,861 shares, equal to 0.45% of portfolio, with an estimated market value of $941K.

What does the chart on this JCI ownership page compare?

The chart compares Keyes, Stange & Wooten Wealth Management, LLC's quarterly JCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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