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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JPL Wealth Management reduced its Ares Management (ARES) stake by 2.9% in Q1 2026, selling an estimated $120K and leaving 30,339 shares worth $3.31M. The position accounts for 0.76% of the portfolio, ranked #53.

JPL Wealth Management first reported a position in ARES in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.99M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

JPL Wealth Management held 30,339 shares of Ares Management worth $3.31M as of Q1 2026.
JPL Wealth Management sold 907 Ares Management shares in Q1 2026, an estimated $120K.
Ares Management made up 0.76% of JPL Wealth Management's portfolio in Q1 2026, its #53 holding.
JPL Wealth Management first reported a position in Ares Management in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Ares Management position peaked at $5.99M in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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