Position in JCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$678,827
+$168,515 QoQ
Shares Held
4,646
+19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#821
of 1,597 holders
Holding Since
Dec 2020
22 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, 2026BSW Wealth Partners holds $1,098,355 across 3 Building Products & Equipment names. JCI ranks #1 (61.8% of the industry book) .
All Filings in JCI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,827 | 4,646 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $510,312 | 3,897 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $669,642 | 5,592 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $610,332 | 5,551 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $512,785 | 4,855 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $420,497 | 5,249 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $217,136 | 2,751 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $209,579 | 3,153 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $226,921 | 3,474 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $259,034 | 4,494 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $229,281 | 4,309 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $404,547 | 5,937 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $364,692 | 6,056 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $424,000 | 6,625 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,998 | 7,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $365,994 | 7,644 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $476,431 | 7,266 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $535,995 | 6,592 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $430,674 | 6,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $421,456 | 6,141 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $300,498 | 5,036 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $208,769 | 4,481 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||