EP Wealth Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 1540569
TORRANCE, CA
Position in JCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,138,150
+$1,288,482 QoQ
Shares Held
21,478
+52.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#489
of 1,597 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,962,483 across 7 Building Products & Equipment names. JCI ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
21,478 | $3,138,150 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
41,993 | $3,080,186 | |
| 3 | TT |
Trane Technologies plc
|
4,348 | $2,135,563 | |
| 4 | MAS |
Masco Corp /De/
|
16,814 | $1,368,155 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
11,326 | $621,797 | |
| 6 | TREX |
Trex Co Inc
|
6,235 | $311,999 | |
| 7 | OC |
Owens Corning
|
1,929 | $306,633 |
All Filings in JCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,138,150 | 21,478 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,849,668 | 14,125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,573,994 | 13,144 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,413,406 | 13,382 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $976,861 | 12,194 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $939,819 | 11,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $896,007 | 11,545 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $648,215 | 9,752 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $641,050 | 9,814 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $587,870 | 10,199 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $752,282 | 14,138 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $5,534,126 | 81,217 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,148,335 | 19,069 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,330,432 | 20,788 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,081,412 | 21,971 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,107,081 | 23,122 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,677,739 | 25,587 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,232,691 | 27,459 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,964,244 | 28,852 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,139,197 | 31,170 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,705,249 | 28,578 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,455,797 | 31,247 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,442,740 | 35,318 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,428,690 | 41,848 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,475,305 | 54,722 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||