RWP
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RWA Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

RWA Wealth Partners’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
Q1 		$562K Buy
1,846
+64
+4% +$20.7K 0.01% 435
2025
Q4 		$600K Hold
1,782
– – 0.01% 413
2025
Q3 		$532K Hold
1,782
– – 0.01% 429
2025
Q2 		$456K Buy
1,782
+782
+78% +$179K 0.01% 443
2025
Q1 		$248K Hold
1,000
– – ﹤0.01% 507
2024
Q4 		$253K Sell
1,000
-775
-44% -$207K ﹤0.01% 507
2024
Q3 		$479K Buy
1,775
+775
+78% +$188K 0.01% 406
2024
Q2 		$205K Buy
+1,000
New +$194K ﹤0.01% 528
2023
Q4 		– Sell
-1,525
Closed -$215K – 525
2023
Q3 		$215K Buy
+1,525
New +$249K ﹤0.01% 353

Other funds holding JLL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return