PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in JCI — Johnson Controls International plc
CIK 2145782
WALTHAM, MA
Position in JCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$165,980
+$17,221 QoQ
Shares Held
1,136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,297
of 1,597 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $421,461 across 4 Building Products & Equipment names. JCI ranks #2 (39.4% of the industry book) .
All Filings in JCI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,980 | 1,136 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $148,759 | 1,136 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $148,370 | 1,239 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $136,228 | 1,239 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $139,207 | 1,318 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $96,372 | 1,203 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $60,065 | 761 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||