Rise Advisors’s Johnson Controls International JCI Stock Holding History

Rise 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
2025 Q4	–	Sell	-412	Closed	-$45.3K	–	777
2025 Q3	$45.3K	Buy	412 +12	+3%	+$1.28K	0.02%	272
2025 Q2	$42.2K	Buy	400 +2	+0.5%	+$184	0.02%	274
2025 Q1	$31.9K	Buy	398 +12	+3%	+$987	0.01%	313
2024 Q4	$30.5K	Buy	386 +2	+0.5%	+$160	0.01%	384
2024 Q3	$29.8K	Buy	384 +2	+0.5%	+$140	0.01%	419
2024 Q2	$25.4K	Buy	382 +2	+0.5%	+$135	0.01%	468
2024 Q1	$24.8K	Buy	+380	New	+$22.1K	0.01%	500

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's JCI Position: Q4 2025 in Review

Rise Advisors sold out of Johnson Controls International (JCI) in Q4 2025, closing a stake of 412 shares — an estimated $45.3K sold.

Rise Advisors first reported a position in JCI in Q1 2024 and held it in 7 quarters. The position peaked at $45.3K in Q3 2025. 1,460 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

Rise Advisors reported no remaining Johnson Controls International position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 412 Johnson Controls International shares in Q4 2025, an estimated $45.3K.
Rise Advisors first reported a position in Johnson Controls International in Q1 2024 and held it in 7 quarters.
Rise Advisors's Johnson Controls International position peaked at $45.3K in Q3 2025.
1,460 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.