Whipplewood Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 2052510
LITTLETON, CO
Position in JCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,390
-$53,287 QoQ
Shares Held
208
-67.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,417
of 1,590 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $55,378 across 4 Building Products & Equipment names. JCI ranks #1 (54.9% of the industry book) .
All Filings in JCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,390 | 208 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $83,677 | 639 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $126,637 | 1,199 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $26,356 | 1,172 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $103,002 | 1,305 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||