Position in JCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$660,563
+$215,203 QoQ
Shares Held
4,521
+32.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#825
of 1,590 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Valmark Advisers, Inc. holds $1,781,567 across 4 Building Products & Equipment names. JCI ranks #1 (37.1% of the industry book) .
All Filings in JCI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,563 | 4,521 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $445,360 | 3,401 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||