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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

JCI holding history

Johnson Controls International plc in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JCI overviewAll 13F holders of JCIFull Q3 2025 holdings

Shares (Q3 2025)
44,067
Value
$4.85M
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of JCI by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202544,067$4.85M0.2%+435+1.0%AddedHolders
Q2 202543,632$4.61M0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202439,508$3.12M0.1%−657−1.6%ReducedHolders
Q3 202440,165$3.12M0.1%−3,303−7.6%ReducedHolders
Q2 202443,468$2.89M0.1%+1,347+3.2%AddedHolders
Q1 202442,121$2.75M0.1%−7,397−14.9%ReducedHolders
Q4 202349,518$2.85M0.1%−986−2.0%ReducedHolders
Q3 202350,504$2.69M0.2%+1,520+3.1%AddedHolders
Q2 202348,984$3.34M0.2%−515−1.0%ReducedHolders
Q1 202349,499$2.98M0.2%−140.0%ReducedHolders
Q4 202249,513$3.17M0.2%−361−0.7%ReducedHolders
Q3 202249,874$2.46M0.2%+3,310+7.1%AddedHolders
Q2 202246,564$2.23M0.2%+31,582+210.8%AddedHolders
Q1 202214,982$982.0K0.1%−163−1.1%ReducedHolders
Q4 202115,145$1.23M0.1%+453+3.1%AddedHolders
Q3 202114,692$1.00M0.1%+184+1.3%AddedHolders
Q2 202114,508$996.0K0.1%+240+1.7%AddedHolders
Q1 202114,268$852.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.