Summit Financial, LLC
Position in JCI — Johnson Controls International plc
CIK 1765536
PARSIPPANY, NJ
Position in JCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,344,212
+$196,436 QoQ
Shares Held
9,200
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#661
of 1,590 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $14,044,233 across 5 Building Products & Equipment names. JCI ranks #4 (9.6% of the industry book) .
All Filings in JCI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,212 | 9,200 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,147,776 | 8,765 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,017,994 | 8,501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $882,568 | 8,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $831,335 | 7,871 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $610,838 | 7,625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $613,917 | 7,778 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $365,698 | 4,712 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,674 | 3,350 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||