JWM
JPL Wealth Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
34,247
+21
| +0.1% | +$3.64K | 1.6% | 15 |
|
|
2025
Q1 | $5.02M | Buy |
34,226
+383
| +1% | +$56.2K | 1.43% | 17 |
|
|
2024
Q4 | $5.99M | Buy |
+33,843
| New | +$5.99M | 1.72% | 12 |
|
|
2024
Q2 | $3.34M | Buy |
25,051
+1,076
| +4% | +$143K | 1.64% | 16 |
|
|
2024
Q1 | $3.19M | Buy |
23,975
+3,240
| +16% | +$431K | 1.76% | 13 |
|
|
2023
Q4 | $2.47M | Buy |
+20,735
| New | +$2.47M | 1.78% | 14 |
|