Root Financial Partners, LLC
Position in JCI — Johnson Controls International plc
CIK 1977181
ENCINITAS, CA
Position in JCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$382,223
+$174,930 QoQ
Shares Held
2,616
+65.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,019
of 1,590 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $930,604 across 3 Building Products & Equipment names. JCI ranks #1 (41.1% of the industry book) .
All Filings in JCI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,223 | 2,616 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $207,293 | 1,583 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $169,326 | 1,414 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $208,465 | 1,896 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||