Invera Wealth Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 1976780
BEND, OR
Position in JCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,910,826
+$37,980 QoQ
Shares Held
13,078
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#589
of 1,590 holders
Holding Since
Mar 2025
6 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, 2026Invera Wealth Advisors, LLC holds $4,963,876 across 2 Building Products & Equipment names. JCI ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,216 | $3,053,050 | |
| 2 | JCI |
Johnson Controls International plc
This page
|
13,078 | $1,910,826 |
All Filings in JCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,910,826 | 13,078 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,872,846 | 14,302 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,738,650 | 14,519 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,706,204 | 15,518 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,635,948 | 15,489 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,254,762 | 15,663 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||