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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return