Caliber Wealth Management, LLC / KS
Position in JCI — Johnson Controls International plc
CIK 2067120
Overland Park, KS
Position in JCI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,658,425
+$316,516 QoQ
Shares Held
31,883
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#420
of 1,597 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, 2026Caliber Wealth Management, LLC / KS holds $8,700,636 across 3 Building Products & Equipment names. JCI ranks #1 (53.5% of the industry book) .
All Filings in JCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,658,425 | 31,883 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,341,909 | 33,157 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,973,784 | 33,184 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,044,070 | 36,781 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,132,910 | 39,130 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,258,073 | 40,670 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||