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Avantax Advisory Services’s Jones Lang LaSalle JLL Stock Holding History

Avantax Advisory Services’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$311K Buy
1,216
+22
+2% +$5.04K ﹤0.01% 1881
2025
Q1 		$296K Buy
1,194
+159
+15% +$41.8K ﹤0.01% 1833
2024
Q4 		$262K Buy
1,035
+22
+2% +$5.86K ﹤0.01% 1871
2024
Q3 		$273K Buy
1,013
+17
+2% +$4.12K ﹤0.01% 1823
2024
Q2 		$204K Buy
+996
New +$193K ﹤0.01% 1942

Other funds holding JLL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's JLL Position: Q2 2025 in Review

Avantax Advisory Services increased its Jones Lang LaSalle (JLL) stake by 1.8% in Q2 2025, buying an estimated $5.04K and bringing the position to 1,216 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Avantax Advisory Services first reported a position in JLL in Q2 2024 and has held it in 5 quarters since. 544 funds tracked by Wall St. Rank hold JLL as of Q2 2025.

  • Avantax Advisory Services held 1,216 shares of Jones Lang LaSalle worth $311K as of Q2 2025.
  • Avantax Advisory Services bought 22 Jones Lang LaSalle shares in Q2 2025, an estimated $5.04K.
  • Jones Lang LaSalle made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1881 holding.
  • Avantax Advisory Services first reported a position in Jones Lang LaSalle in Q2 2024 and has held it in 5 quarters since.
  • 544 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.