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

Diversify 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
2026
Q1 		$762K Buy
2,251
+633
+39% +$204K 0.01% 681
2025
Q4 		$559K Sell
1,618
-8
-0.5% -$2.51K 0.03% 415
2025
Q3 		$488K Sell
1,626
-30
-2% -$8.57K 0.03% 383
2025
Q2 		$470K Sell
1,656
-184
-10% -$42.2K 0.03% 378
2025
Q1 		$420K Buy
1,840
+7
+0.4% +$1.84K 0.03% 383
2024
Q4 		$437K Sell
1,833
-85
-4% -$22.7K 0.03% 369
2024
Q3 		$500K Sell
1,918
-117
-6% -$28.4K 0.05% 315
2024
Q2 		$472K Buy
+2,035
New +$395K 0.06% 290

Other funds holding JLL

BlackRock
BlackRock New York $5.72T 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

Diversify Wealth Management's JLL Position: Q1 2026 in Review

Diversify Wealth Management increased its Jones Lang LaSalle (JLL) stake by 39% in Q1 2026, buying an estimated $204K and bringing the position to 2,251 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #681.

Diversify Wealth Management first reported a position in JLL in Q2 2024 and has held it in 8 quarters since. 655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Diversify Wealth Management held 2,251 shares of Jones Lang LaSalle worth $762K as of Q1 2026.
  • Diversify Wealth Management bought 633 Jones Lang LaSalle shares in Q1 2026, an estimated $204K.
  • Jones Lang LaSalle made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #681 holding.
  • Diversify Wealth Management first reported a position in Jones Lang LaSalle in Q2 2024 and has held it in 8 quarters since.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.