IWC
JLL icon

Integrated Wealth Concepts’s Jones Lang LaSalle JLL Stock Holding History

Integrated Wealth Concepts’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 		$822K Buy
2,702
+79
+3% +$25.5K 0.01% 1233
2025
Q4 		$883K Buy
+2,623
New +$822K 0.01% 824
2025
Q2 		– Sell
-2,201
Closed -$546K – 1953
2025
Q1 		$546K Buy
+2,201
New +$579K 0.01% 1106

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

Integrated Wealth Concepts's JLL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Jones Lang LaSalle (JLL) stake by 3% in Q1 2026, buying an estimated $25.5K and bringing the position to 2,702 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1233.

Integrated Wealth Concepts first reported a position in JLL in Q1 2025 and has held it in 3 quarters since. The position peaked at $883K in Q4 2025. 655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Integrated Wealth Concepts held 2,702 shares of Jones Lang LaSalle worth $822K as of Q1 2026.
  • Integrated Wealth Concepts bought 79 Jones Lang LaSalle shares in Q1 2026, an estimated $25.5K.
  • Jones Lang LaSalle made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1233 holding.
  • Integrated Wealth Concepts first reported a position in Jones Lang LaSalle in Q1 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Jones Lang LaSalle position peaked at $883K in Q4 2025.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.