Dynamic Wealth Strategies, LLC
Position in JCI — Johnson Controls International plc
CIK 1812853
GRANITE BAY, CA
Position in JCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$131,060
+$13,598 QoQ
Shares Held
897
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,307
of 1,590 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $134,580 across 2 Building Products & Equipment names. JCI ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
897 | $131,060 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
48 | $3,520 |
All Filings in JCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,060 | 897 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $117,462 | 897 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $107,415 | 897 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $98,625 | 897 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $94,741 | 897 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $71,858 | 897 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $69,616 | 897 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,623 | 897 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $58,592 | 897 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,703 | 897 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||