CFO
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CVA Family Office’s Jones Lang LaSalle JLL Stock Holding History

CVA Family Office’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
2026
Q1 		$25K Buy
82
+76
+1,267% +$24.5K ﹤0.01% 746
2025
Q4 		$2.02K Hold
6
– – ﹤0.01% 994
2025
Q3 		$1.79K Hold
6
– – ﹤0.01% 1023
2025
Q2 		$1.53K Sell
6
-2
-25% -$458 ﹤0.01% 1029
2025
Q1 		$1.98K Hold
8
– – ﹤0.01% 1008
2024
Q4 		$2.02K Hold
8
– – ﹤0.01% 989
2024
Q3 		$2.16K Buy
8
+2
+33% +$485 ﹤0.01% 969
2024
Q2 		$1.23K Buy
+6
New +$1.16K ﹤0.01% 1038
2023
Q2 		– Sell
-80
Closed -$11.6K – 1043
2023
Q1 		$11.6K Sell
80
-25
-24% -$4.17K ﹤0.01% 671
2022
Q4 		$16.7K Buy
+105
New +$16.7K ﹤0.01% 591
2022
Q2 		– Sell
-5
Closed -$1K – 946
2022
Q1 		$1K Buy
+5
New +$1.22K ﹤0.01% 923

Other funds holding JLL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return