AXXCESS WEALTH MANAGEMENT, LLC
Position in JCI — Johnson Controls International plc
CIK 1911056
CARLSBAD, CA
Position in JCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,807,264
+$4,672,481 QoQ
Shares Held
46,590
+161.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#358
of 1,590 holders
Holding Since
Dec 2021
13 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $8,892,662 across 4 Building Products & Equipment names. JCI ranks #1 (76.5% of the industry book) .
All Filings in JCI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,807,264 | 46,590 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,134,783 | 17,827 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,625,390 | 14,783 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,565,605 | 14,823 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,202,771 | 15,014 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,476,780 | 18,710 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $950,024 | 12,241 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $813,659 | 12,241 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $797,491 | 12,209 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $569,598 | 9,882 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $268,096 | 4,189 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $893,981 | 13,634 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,815,570 | 22,329 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||