Annex Advisory Services, LLC

Position in JCI — Johnson Controls International plc

CIK 1542287 BROOKFIELD, WI

Position in JCI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$810,326

+$350,299 QoQ

Shares Held

5,546

+57.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#767

of 1,590 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Annex Advisory Services, LLC holds $1,251,698 across 3 Building Products & Equipment names. JCI ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	5,546	$810,326
2	SPXC	SPX Technologies, Inc.	914	$224,085
3	CSL	Carlisle Companies Inc	599	$217,287

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,326	5,546	+57.9%	Shares	Sole	2026-07-10
2026-03-31	$460,027	3,513	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$420,202	3,509	+16.1%	Shares	Sole	2026-01-26
2025-09-30	$332,268	3,022	+6.9%	Shares	Sole	2025-10-17
2025-06-30	$298,482	2,826	-8.4%	Shares	Sole	2025-07-11
2025-03-31	$247,059	3,084	+17.8%	Shares	Sole	2025-04-11
2024-12-31	$206,638	2,618	0.0%	Shares	Sole	2025-01-16
2024-09-30	$203,182	2,618	-23.0%	Shares	Sole	2024-10-10
2023-06-30	$231,676	3,400	-10.5%	Shares	Sole	2023-07-24
2023-03-31	$228,836	3,800	-41.3%	Shares	Sole	2023-04-27
2022-12-31	$414,656	6,479	-1.9%	Shares	Sole	2023-01-30
2022-09-30	$324,999	6,603	-4.9%	Shares	Sole	2022-10-24
2022-06-30	$332,478	6,944	+9.9%	Shares	Sole	2022-07-27
2022-03-31	$414,467	6,321	-45.9%	Shares	Sole	2022-04-13
2021-12-31	$950,513	11,690	+25.9%	Shares	Sole	2022-01-31
2021-09-30	$632,190	9,286	+12.8%	Shares	Sole	2021-10-18
2021-06-30	$564,893	8,231	+44.1%	Shares	Sole	2021-07-29
2021-03-31	$340,894	5,713	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.