Smallwood Wealth Investment Management, LLC
Position in JCI — Johnson Controls International plc
CIK 1921304
RED BANK, NJ
Position in JCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,899
-$1,898 QoQ
Shares Held
13
-55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,565
of 1,597 holders
Holding Since
Sep 2025
4 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, 2026Smallwood Wealth Investment Management, LLC holds $10,847 across 3 Building Products & Equipment names. JCI ranks #2 (17.5% of the industry book) .
All Filings in JCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899 | 13 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,797 | 29 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,472 | 29 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,429 | 13 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||