Asset Planning Inc
JCI icon

Asset Planning Inc’s Johnson Controls International JCI Stock Holding History

Asset Planning Inc’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2K Hold
156
– – 0.02% 200
2026
Q2 		$22.8K Hold
156
– – 0.01% 207
2026
Q1 		$20.4K Hold
156
– – 0.01% 202
2025
Q4 		$18.7K Hold
156
– – 0.01% 207
2025
Q3 		$17.2K Hold
156
– – 0.01% 213
2025
Q2 		$16.5K Hold
156
– – 0.01% 211
2025
Q1 		$12.5K Hold
156
– – 0.01% 227
2024
Q4 		$12.3K Buy
+156
New +$12.5K 0.01% 231

Other funds holding JCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Asset Planning Inc's JCI Position: Q3 2026 in Review

Asset Planning Inc held its Johnson Controls International (JCI) position steady in Q3 2026 at 156 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #200.

Asset Planning Inc first reported a position in JCI in Q4 2024 and has held it in 8 quarters since. 774 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Asset Planning Inc held 156 shares of Johnson Controls International worth $23.2K as of Q3 2026.
  • Asset Planning Inc left its Johnson Controls International share count unchanged in Q3 2026.
  • Johnson Controls International made up 0.02% of Asset Planning Inc's portfolio in Q3 2026, its #200 holding.
  • Asset Planning Inc first reported a position in Johnson Controls International in Q4 2024 and has held it in 8 quarters since.
  • 774 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.