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

JFS 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 		$19.8K Hold
64
– – ﹤0.01% 771
2026
Q1 		$19.5K Buy
64
+3
+5% +$969 ﹤0.01% 743
2025
Q4 		$20.5K Buy
61
+15
+33% +$4.7K ﹤0.01% 738
2025
Q3 		$13.7K Hold
46
– – ﹤0.01% 799
2025
Q2 		$11.8K Buy
46
+1
+2% +$229 ﹤0.01% 811
2025
Q1 		$11.2K Buy
45
+1
+2% +$263 ﹤0.01% 845
2024
Q4 		$11.1K Buy
44
+4
+10% +$1.07K ﹤0.01% 819
2024
Q3 		$10.8K Buy
40
+2
+5% +$485 ﹤0.01% 831
2024
Q2 		$7.8K Hold
38
– – ﹤0.01% 874
2024
Q1 		$7.41K Buy
38
+27
+245% +$4.91K ﹤0.01% 921
2023
Q4 		$2.08K Sell
11
-7
-39% -$1.06K ﹤0.01% 1418
2023
Q3 		$2.54K Sell
18
-14
-44% -$2.29K ﹤0.01% 1270
2023
Q2 		$4.99K Buy
32
+7
+28% +$993 ﹤0.01% 1007
2023
Q1 		$3.64K Sell
25
-8
-24% -$1.33K ﹤0.01% 1120
2022
Q4 		$5.26K Buy
33
+8
+32% +$1.28K ﹤0.01% 971
2022
Q3 		$4K Sell
25
-28
-53% -$4.88K ﹤0.01% 1075
2022
Q2 		$9K Buy
53
+14
+36% +$2.79K ﹤0.01% 799
2022
Q1 		$9K Buy
39
+20
+105% +$4.87K ﹤0.01% 827
2021
Q4 		$5K Buy
+19
New +$4.9K ﹤0.01% 797

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

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

JFS Wealth Advisors held its Jones Lang LaSalle (JLL) position steady in Q2 2026 at 64 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

JFS Wealth Advisors first reported a position in JLL in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.5K in Q4 2025. 662 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • JFS Wealth Advisors held 64 shares of Jones Lang LaSalle worth $19.8K as of Q2 2026.
  • JFS Wealth Advisors left its Jones Lang LaSalle share count unchanged in Q2 2026.
  • Jones Lang LaSalle made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #771 holding.
  • JFS Wealth Advisors first reported a position in Jones Lang LaSalle in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Jones Lang LaSalle position peaked at $20.5K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.