JPL Wealth Management’s Ares Management ARES Stock Holding History

JPL Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.27M	Sell	29,403 -936	-3%	-$112K	0.65%	57
2026 Q1	$3.31M	Sell	30,339 -907	-3%	-$120K	0.76%	53
2025 Q4	$5.05M	Sell	31,246 -2,311	-7%	-$360K	1.23%	28
2025 Q3	$5.37M	Sell	33,557 -690	-2%	-$124K	1.27%	20
2025 Q2	$5.93M	Buy	34,247 +21	+0.1%	+$3.32K	1.6%	15
2025 Q1	$5.02M	Buy	34,226 +383	+1%	+$66.2K	1.43%	17
2024 Q4	$5.99M	Buy	+33,843	New	+$5.77M	1.72%	12
2024 Q2	$3.34M	Buy	25,051 +1,076	+4%	+$147K	1.64%	16
2024 Q1	$3.19M	Buy	23,975 +3,240	+16%	+$414K	1.76%	13
2023 Q4	$2.47M	Buy	+20,735	New	+$2.25M	1.78%	14

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

JPL Wealth Management's ARES Position: Q2 2026 in Review

JPL Wealth Management reduced its Ares Management (ARES) stake by 3.1% in Q2 2026, selling an estimated $112K and leaving 29,403 shares worth $3.27M. The position accounts for 0.65% of the portfolio, ranked #57.

JPL Wealth Management first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.99M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

JPL Wealth Management held 29,403 shares of Ares Management worth $3.27M as of Q2 2026.
JPL Wealth Management sold 936 Ares Management shares in Q2 2026, an estimated $112K.
Ares Management made up 0.65% of JPL Wealth Management's portfolio in Q2 2026, its #57 holding.
JPL Wealth Management first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Ares Management position peaked at $5.99M in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.