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SteelPeak Wealth’s Johnson Controls International JCI Stock Holding History

SteelPeak Wealth’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
Q2 		$3.46M Buy
+23,591
New +$3.33M 0.09% 169
2020
Q3 		– Sell
-12,783
Closed -$436K – 311
2020
Q2 		$436K Buy
+12,783
New +$393K 0.06% 173
2020
Q1 		– Sell
-5,329
Closed -$217K – 275
2019
Q4 		$217K Buy
+5,329
New +$225K 0.03% 224

Other funds holding JCI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

SteelPeak Wealth's JCI Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Johnson Controls International (JCI) in Q2 2026: 23,591 shares worth $3.46M. The stake represents 0.09% of the portfolio and ranks #169 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in JCI as recently as Q2 2020.

SteelPeak Wealth first reported a position in JCI in Q4 2019 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • SteelPeak Wealth held 23,591 shares of Johnson Controls International worth $3.46M as of Q2 2026.
  • Johnson Controls International was a new SteelPeak Wealth position in Q2 2026.
  • Johnson Controls International made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #169 holding.
  • SteelPeak Wealth first reported a position in Johnson Controls International in Q4 2019 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.