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Essential Planning’s Johnson Controls International JCI Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-9,410
Closed -$740K – 199
2024
Q4 		$740K Buy
+9,410
New +$755K ﹤0.01% 246

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essential Planning's JCI Position: Q1 2025 in Review

Essential Planning sold out of Johnson Controls International (JCI) in Q1 2025, closing a stake of 9,410 shares — an estimated $740K sold.

Essential Planning first reported a position in JCI in Q4 2024 and held it in 1 quarter. The position peaked at $740K in Q4 2024. 1,237 funds tracked by Wall St. Rank hold JCI as of Q1 2025.

  • Essential Planning reported no remaining Johnson Controls International position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 9,410 Johnson Controls International shares in Q1 2025, an estimated $740K.
  • Essential Planning first reported a position in Johnson Controls International in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Johnson Controls International position peaked at $740K in Q4 2024.
  • 1,237 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.