CreativeOne Wealth, LLC
Position in JCI — Johnson Controls International plc
CIK 1739728
OVERLAND PARK, KS
Position in JCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$314,427
-$1,301,233 QoQ
Shares Held
2,152
-82.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,093
of 1,590 holders
Holding Since
Sep 2024
8 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, 2026CreativeOne Wealth, LLC holds $3,674,800 across 5 Building Products & Equipment names. JCI ranks #5 (8.6% of the industry book) .
All Filings in JCI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,427 | 2,152 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,615,660 | 12,338 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,360,870 | 19,715 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $604,724 | 5,500 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $865,238 | 8,192 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $634,310 | 7,918 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $573,426 | 7,265 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $327,591 | 4,221 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||