Position in JCI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$285,060
-$624,780 QoQ
Shares Held
1,951
-71.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,129
of 1,585 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, 2026Cooper Financial Group holds $917,261 across 3 Building Products & Equipment names. JCI ranks #3 (31.1% of the industry book) .
All Filings in JCI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,060 | 1,951 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $909,840 | 6,948 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $861,242 | 7,192 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $795,598 | 7,236 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $788,558 | 7,466 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $580,236 | 7,243 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $526,936 | 6,676 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $451,534 | 5,818 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||