Bernard Wealth Management Corp.
Position in JCI — Johnson Controls International plc
CIK 2056313
ROYAL OAK, MI
Position in JCI
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$1,753
+$182 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,564
of 1,590 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $18,293 across 3 Building Products & Equipment names. JCI ranks #3 (9.6% of the industry book) .
All Filings in JCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,753 | 12 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $1,571 | 12 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,437 | 12 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,319 | 12 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,267 | 12 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,964 | 37 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $947 | 12 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||