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EP Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-695
Closed -$212K – 1801
2026
Q1 		$212K Sell
695
-116
-14% -$37.5K ﹤0.01% 1384
2025
Q4 		$273K Buy
+811
New +$254K ﹤0.01% 1193

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EP Wealth Advisors's JLL Position: Q2 2026 in Review

EP Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q2 2026, closing a stake of 695 shares — an estimated $212K sold.

EP Wealth Advisors first reported a position in JLL in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • EP Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 695 Jones Lang LaSalle shares in Q2 2026, an estimated $212K.
  • EP Wealth Advisors first reported a position in Jones Lang LaSalle in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Jones Lang LaSalle position peaked at $273K in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.