Choate Investment Advisors’s Johnson Controls International JCI Stock Holding History

Choate Investment Advisors’s Portfolio JCI Stock Details JCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	+1,482	New	+$209K	﹤0.01%	444
2023 Q4	–	Sell	-4,281	Closed	-$228K	–	417
2023 Q3	$228K	Buy	+4,281	New	+$264K	0.01%	333
2016 Q1	–	Sell	-11,558	Closed	-$585K	–	269
2015 Q4	$585K	Buy	+11,558	New	+$523K	0.04%	155
2015 Q1	–	Sell	-11,558	Closed	-$585K	–	269
2014 Q4	$585K	Buy	+11,558	New	+$565K	0.03%	156

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Choate Investment Advisors's JCI Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Johnson Controls International (JCI) in Q2 2026: 1,482 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in JCI as recently as Q3 2023.

Choate Investment Advisors first reported a position in JCI in Q4 2014 and has held it in 4 quarters since. The position peaked at $585K in Q4 2015. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Choate Investment Advisors held 1,482 shares of Johnson Controls International worth $217K as of Q2 2026.
Johnson Controls International was a new Choate Investment Advisors position in Q2 2026.
Johnson Controls International made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #444 holding.
Choate Investment Advisors first reported a position in Johnson Controls International in Q4 2014 and has held it in 4 quarters since.
Choate Investment Advisors's Johnson Controls International position peaked at $585K in Q4 2015.
1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.