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JPL Wealth Management’s Aon AON Stock Holding History

JPL Wealth Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.9K Buy
+260
New +$86.4K 0.02% 174
2025
Q4 		– Sell
-323
Closed -$115K – 168
2025
Q3 		$115K Buy
+323
New +$117K 0.03% 161

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JPL Wealth Management's AON Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Aon (AON) in Q1 2026: 260 shares worth $83.9K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AON as recently as Q3 2025.

JPL Wealth Management first reported a position in AON in Q3 2025 and has held it in 2 quarters since. The position peaked at $115K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • JPL Wealth Management held 260 shares of Aon worth $83.9K as of Q1 2026.
  • Aon was a new JPL Wealth Management position in Q1 2026.
  • Aon made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #174 holding.
  • JPL Wealth Management first reported a position in Aon in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Aon position peaked at $115K in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.