Private Wealth Management Group’s Jones Lang LaSalle JLL Stock Holding History

Private Wealth Management Group’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	$9.3K	Hold	30	–	–	﹤0.01%	604
2026 Q1	$9.13K	Hold	30	–	–	﹤0.01%	550
2025 Q4	$10.1K	Hold	30	–	–	﹤0.01%	508
2025 Q3	$8.95K	Hold	30	–	–	﹤0.01%	547
2025 Q2	$7.67K	Hold	30	–	–	﹤0.01%	578
2025 Q1	$7.44K	Hold	30	–	–	﹤0.01%	579
2024 Q4	$7.59K	Sell	30 -8	-21%	-$2.13K	﹤0.01%	577
2024 Q3	$10.3K	Hold	38	–	–	﹤0.01%	452
2024 Q2	$7.8K	Buy	38 +24	+171%	+$4.66K	﹤0.01%	526
2024 Q1	$2.73K	Hold	14	–	–	﹤0.01%	842
2023 Q4	$2.65K	Buy	+14	New	+$2.12K	﹤0.01%	861

Other funds holding JLL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Management Group's JLL Position: Q2 2026 in Review

Private Wealth Management Group held its Jones Lang LaSalle (JLL) position steady in Q2 2026 at 30 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Private Wealth Management Group first reported a position in JLL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3K in Q3 2024. 658 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Private Wealth Management Group held 30 shares of Jones Lang LaSalle worth $9.3K as of Q2 2026.
Private Wealth Management Group left its Jones Lang LaSalle share count unchanged in Q2 2026.
Jones Lang LaSalle made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #604 holding.
Private Wealth Management Group first reported a position in Jones Lang LaSalle in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Jones Lang LaSalle position peaked at $10.3K in Q3 2024.
658 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.