Opal Wealth Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 1844201
JERICHO, NY
Position in JCI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$316,506
+$17,251 QoQ
Shares Held
2,417
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2026Opal Wealth Advisors, LLC holds $253,570 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
3,457 | $253,570 |
All Filings in JCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,506 | 2,417 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $299,255 | 2,499 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $290,268 | 2,640 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $318,233 | 3,013 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $220,783 | 2,756 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $211,690 | 2,682 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $213,501 | 3,212 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||