Independent Advisor Alliance
Position in JCI — Johnson Controls International plc
CIK 1696899
CHARLOTTE, NC
Position in JCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,567,590
-$606,768 QoQ
Shares Held
17,573
-27.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#534
of 1,590 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $9,227,990 across 7 Building Products & Equipment names. JCI ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
7,957 | $3,908,160 | |
| 2 | JCI |
Johnson Controls International plc
This page
|
17,573 | $2,567,590 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
6,478 | $1,016,786 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
9,656 | $708,266 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
8,161 | $448,038 | |
| 6 | MAS |
Masco Corp /De/
|
4,406 | $358,515 | |
| 7 | OC |
Owens Corning
|
1,388 | $220,635 |
All Filings in JCI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567,590 | 17,573 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,174,358 | 24,241 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,250,373 | 27,143 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,129,396 | 28,462 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,306,740 | 21,840 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $829,699 | 10,357 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $667,273 | 8,454 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $444,626 | 5,729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,147,138 | 17,258 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $348,024 | 5,328 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $290,851 | 5,046 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $283,502 | 5,328 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $340,563 | 4,998 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $300,016 | 4,982 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $229,217 | 4,657 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $214,693 | 4,484 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,686,722 | 25,724 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,200,411 | 27,062 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,575,779 | 23,146 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,712,936 | 24,959 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,470,268 | 24,640 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $269,195 | 9,985 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||