Concord Wealth Partners
Position in JCI — Johnson Controls International plc
CIK 1814214
ABINGDON, VA
Position in JCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$71,886
+$4,707 QoQ
Shares Held
492
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,363
of 1,597 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $134,512 across 5 Building Products & Equipment names. JCI ranks #1 (53.4% of the industry book) .
All Filings in JCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,886 | 492 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $67,179 | 561 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $61,462 | 559 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $90,516 | 857 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $44,461 | 555 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $67,643 | 857 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $66,278 | 854 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $56,433 | 849 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $86,940 | 1,331 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $60,867 | 1,056 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $69,705 | 1,310 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $72,841 | 1,069 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $60,159 | 999 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $52,736 | 824 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $42,565 | 889 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $119,599 | 1,824 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $158,473 | 1,949 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $47,860 | 703 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $86,748 | 1,264 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $82,225 | 1,378 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,677 | 36 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||