Morton Brown Family Wealth’s Johnson Controls International JCI Stock Holding History

Morton Brown Family Wealth’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
2025 Q3	–	Sell	-73	Closed	-$7.71K	–	298
2025 Q2	$7.71K	Hold	73	–	–	﹤0.01%	209
2025 Q1	$5.85K	Buy	+73	New	+$6K	﹤0.01%	226
2022 Q3	–	Sell	-118	Closed	-$6K	–	275
2022 Q2	$6K	Buy	+118	New	+$6.57K	﹤0.01%	138
2022 Q1	–	Sell	-25	Closed	-$2K	–	178
2021 Q4	$2K	Buy	+25	New	+$1.89K	﹤0.01%	168

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's JCI Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 73 shares — an estimated $7.71K sold.

Morton Brown Family Wealth first reported a position in JCI in Q4 2021 and held it in 4 quarters. The position peaked at $7.71K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

Morton Brown Family Wealth reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 73 Johnson Controls International shares in Q3 2025, an estimated $7.71K.
Morton Brown Family Wealth first reported a position in Johnson Controls International in Q4 2021 and held it in 4 quarters.
Morton Brown Family Wealth's Johnson Controls International position peaked at $7.71K in Q2 2025.
1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.