Evercore Wealth Management, LLC
Position in JCI — Johnson Controls International plc
CIK 1482689
New York, NY
Position in JCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$465,797
+$33,139 QoQ
Shares Held
3,188
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#931
of 1,590 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $72,125,416 across 5 Building Products & Equipment names. JCI ranks #4 (0.6% of the industry book) .
All Filings in JCI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,797 | 3,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $432,658 | 3,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $395,653 | 3,304 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,459,806 | 13,277 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $348,967 | 3,304 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $264,682 | 3,304 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $260,941 | 3,306 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $256,422 | 3,304 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $231,980 | 3,490 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $228,750 | 3,502 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $205,312 | 3,562 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $222,817 | 3,270 | Shares | Defined | 2023-08-04 | |
| 2022-12-31 | $211,584 | 3,306 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $216,708 | 3,305 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $268,728 | 3,305 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $225,003 | 3,305 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $226,821 | 3,305 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $205,085 | 3,437 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||