BKM Wealth Management, LLC
Position in JCI — Johnson Controls International plc
CIK 2007263
BROOKFIELD, WI
Position in JCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$512,846
+$53,212 QoQ
Shares Held
3,510
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#891
of 1,585 holders
Holding Since
Dec 2023
10 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, 2026BKM Wealth Management, LLC holds $763,556 across 2 Building Products & Equipment names. JCI ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
3,510 | $512,846 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
3,418 | $250,710 |
All Filings in JCI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,846 | 3,510 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $459,634 | 3,510 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $420,322 | 3,510 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $385,924 | 3,510 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $369,670 | 3,500 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $280,385 | 3,500 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $284,858 | 3,609 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $280,094 | 3,609 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $235,739 | 3,609 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $139,949 | 2,428 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||