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Sheaff Brock Investment Advisors’s Johnson Controls International JCI Stock Holding History

Sheaff Brock Investment 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
2023
Q1 		– Sell
-1,000
Closed -$64K – 534
2022
Q4 		$64K Buy
+1,000
New +$61.2K 0.01% 484

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

Sheaff Brock Investment Advisors's JCI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Johnson Controls International (JCI) stake by 1.1% in Q1 2025, buying an estimated $3.04K and bringing the position to 3,403 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #344.

Sheaff Brock Investment Advisors first reported a position in JCI in Q4 2015 and has held it in 17 quarters since. The position peaked at $873K in Q2 2021. 1,238 funds tracked by Wall St. Rank hold JCI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,403 shares of Johnson Controls International worth $273K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 37 Johnson Controls International shares in Q1 2025, an estimated $3.04K.
  • Johnson Controls International made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #344 holding.
  • Sheaff Brock Investment Advisors first reported a position in Johnson Controls International in Q4 2015 and has held it in 17 quarters since.
  • Sheaff Brock Investment Advisors's Johnson Controls International position peaked at $873K in Q2 2021.
  • 1,238 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.