Everhart Financial Group, Inc.
Position in JCI — Johnson Controls International plc
CIK 1852858
Dublin, OH
Position in JCI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$918,009
-$72,365 QoQ
Shares Held
6,283
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#746
of 1,590 holders
Holding Since
Jun 2025
5 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, 2026Everhart Financial Group, Inc. holds $2,782,588 across 3 Building Products & Equipment names. JCI ranks #2 (33.0% of the industry book) .
All Filings in JCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,009 | 6,283 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $990,374 | 7,563 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $646,410 | 5,398 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $398,019 | 3,620 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $252,326 | 2,389 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||