CWM
JLL icon

Congress Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Congress Wealth Management’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 		$777K Sell
3,037
-22
-0.7% -$5.04K 0.01% 778
2025
Q1 		$758K Buy
3,059
+26
+0.9% +$6.84K 0.01% 698
2024
Q4 		$768K Buy
+3,033
New +$808K 0.01% 560
2024
Q1 		– Sell
-2,346
Closed -$443K – 613
2023
Q4 		$443K Buy
+2,346
New +$355K 0.01% 481

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's JLL Position: Q2 2025 in Review

Congress Wealth Management reduced its Jones Lang LaSalle (JLL) stake by 0.72% in Q2 2025, selling an estimated $5.04K and leaving 3,037 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #778.

Congress Wealth Management first reported a position in JLL in Q4 2023 and has held it in 4 quarters since. 544 funds tracked by Wall St. Rank hold JLL as of Q2 2025.

  • Congress Wealth Management held 3,037 shares of Jones Lang LaSalle worth $777K as of Q2 2025.
  • Congress Wealth Management sold 22 Jones Lang LaSalle shares in Q2 2025, an estimated $5.04K.
  • Jones Lang LaSalle made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #778 holding.
  • Congress Wealth Management first reported a position in Jones Lang LaSalle in Q4 2023 and has held it in 4 quarters since.
  • 544 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.