B. Riley Wealth Advisors, Inc.

Position in JCI — Johnson Controls International plc

CIK 1464811 MEMPHIS, TN

Back to JCI Full portfolio

Position in JCI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,426,302

+$277,151 QoQ

Shares Held

16,606

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#546

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in JCI Over Time

Shares Held

Position Value (USD)

Derivatives in JCI

reported options exposure · as of Jun 30, 2025

CallValue

$158,430

CallShares

1,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $3,387,074 across 4 Building Products & Equipment names. JCI ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	16,606	$2,426,302
2	CARR	CARRIER GLOBAL Corp	4,864	$356,774
3	TT	Trane Technologies plc	709	$348,232
4	OC	Owens Corning	1,609	$255,766

All Filings in JCI

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,426,302	16,606	+1.2%	Shares	Sole	2026-07-14
2026-03-31	$2,149,151	16,412	-7.1%	Shares	Sole	2026-04-27
2025-12-31	$2,115,144	17,663	+3.9%	Shares	Sole	2026-02-17
2025-09-30	$1,869,479	17,003	0.0%	Shares	Sole	2025-10-31
2025-06-30	$158,430	1,500	—	Call	Sole	2025-08-19
2025-06-30	$1,795,856	17,003	-11.4%	Shares	Sole	2025-08-19
2025-03-31	$1,538,192	19,201	-6.1%	Shares	Sole	2026-08-28
2024-12-31	$1,613,329	20,440	-2.0%	Shares	Sole	2025-02-25
2024-09-30	$1,618,711	20,857	+12.8%	Shares	Sole	2024-12-13
2024-06-30	$1,229,096	18,491	+30.1%	Shares	Sole	2024-08-19
2024-03-31	$928,197	14,210	+3.2%	Shares	Sole	2024-05-16
2023-12-31	$793,818	13,772	-3.1%	Shares	Sole	2024-03-15
2023-09-30	$756,114	14,210	+8.3%	Shares	Sole	2023-12-01
2023-06-30	$894,269	13,124	-11.4%	Shares	Sole	2023-07-27
2023-03-31	$891,978	14,812	+2.7%	Shares	Sole	2023-05-17
2022-12-31	$922,688	14,417	+17.4%	Shares	Sole	2023-03-15
2022-09-30	$604,421	12,280	-0.0%	Shares	Other	2022-11-22
2022-06-30	$588,110	12,283	-16.6%	Shares	Other	2022-08-12
2022-03-31	$965,517	14,725	+4.2%	Shares	Other	2022-05-02
2021-12-31	$1,148,665	14,127	-3.7%	Shares	Other	2022-01-28
2021-09-30	$999,005	14,674	+2.8%	Shares	Other	2021-11-16
2021-06-30	$979,487	14,272	+2.8%	Shares	Other	2021-08-10
2021-03-31	$828,099	13,878	+9.1%	Shares	Other	2021-05-13
2020-12-31	$592,577	12,719	-14.4%	Shares	Other	2021-02-04
2020-09-30	$607,071	14,861	+8.0%	Shares	Other	2020-11-09
2020-06-30	$469,698	13,758	-2.9%	Shares	Other	2020-07-31
2020-03-31	$381,806	14,162	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.