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Jessup Wealth Management’s Johnson Controls International JCI Stock Holding History

Jessup Wealth Management’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
Q1 		– Sell
-911
Closed -$109K – 210
2025
Q4 		$109K Buy
+911
New +$105K 0.04% 108

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jessup Wealth Management's JCI Position: Q1 2026 in Review

Jessup Wealth Management sold out of Johnson Controls International (JCI) in Q1 2026, closing a stake of 911 shares — an estimated $109K sold.

Jessup Wealth Management first reported a position in JCI in Q4 2025 and held it in 1 quarter. The position peaked at $109K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Jessup Wealth Management reported no remaining Johnson Controls International position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 911 Johnson Controls International shares in Q1 2026, an estimated $109K.
  • Jessup Wealth Management first reported a position in Johnson Controls International in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Johnson Controls International position peaked at $109K in Q4 2025.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.