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New Age Alpha Advisors’s Johnson Controls International JCI Stock Holding History

New Age Alpha Advisors’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 		$5.62M Buy
42,937
+16,876
+65% +$2.18M 0.26% 104
2025
Q4 		$3.12M Sell
26,061
-32,737
-56% -$3.76M 0.13% 221
2025
Q3 		$6.34M Buy
58,798
+29,208
+99% +$3.12M 0.27% 91
2025
Q2 		$3.13M Sell
29,590
-4,951
-14% -$456K 0.14% 220
2025
Q1 		$2.77M Buy
34,541
+2,409
+7% +$198K 0.12% 247
2024
Q4 		$2.54M Buy
+32,132
New +$2.58M 0.1% 276

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

New Age Alpha Advisors's JCI Position: Q1 2026 in Review

New Age Alpha Advisors increased its Johnson Controls International (JCI) stake by 65% in Q1 2026, buying an estimated $2.18M and bringing the position to 42,937 shares worth $5.62M. The position accounts for 0.26% of the portfolio, ranked #104.

New Age Alpha Advisors first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.34M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • New Age Alpha Advisors held 42,937 shares of Johnson Controls International worth $5.62M as of Q1 2026.
  • New Age Alpha Advisors bought 16,876 Johnson Controls International shares in Q1 2026, an estimated $2.18M.
  • Johnson Controls International made up 0.26% of New Age Alpha Advisors's portfolio in Q1 2026, its #104 holding.
  • New Age Alpha Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Johnson Controls International position peaked at $6.34M in Q3 2025.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.