Essential Partners’s Johnson Controls International JCI Stock Holding History

Essential Partners’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	$442K	Sell	2,973 -452	-13%	-$65.4K	0.2%	86
2026 Q2	$500K	Sell	3,425 -8,819	-72%	-$1.25M	0.23%	74
2026 Q1	$1.6M	Buy	12,244 +186	+2%	+$24K	0.54%	42
2025 Q4	$1.44M	Buy	12,058 +12	+0.1%	+$1.38K	0.44%	51
2025 Q3	$1.32M	Buy	12,046 +35	+0.3%	+$3.74K	0.44%	46
2025 Q2	$1.27M	Buy	+12,011	New	+$1.11M	0.51%	39

Other funds holding JCI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's JCI Position: Q3 2026 in Review

Essential Partners reduced its Johnson Controls International (JCI) stake by 13% in Q3 2026, selling an estimated $65.4K and leaving 2,973 shares worth $442K. The position accounts for 0.2% of the portfolio, ranked #86.

Essential Partners first reported a position in JCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2026. 227 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Essential Partners held 2,973 shares of Johnson Controls International worth $442K as of Q3 2026.
Essential Partners sold 452 Johnson Controls International shares in Q3 2026, an estimated $65.4K.
Johnson Controls International made up 0.2% of Essential Partners's portfolio in Q3 2026, its #86 holding.
Essential Partners first reported a position in Johnson Controls International in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Johnson Controls International position peaked at $1.6M in Q1 2026.
227 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.