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SHP Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

SHP Wealth Management’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 		$2.44K Buy
8
+2
+33% +$646 ﹤0.01% 1237
2025
Q4 		$2.02K Buy
+6
New +$1.88K ﹤0.01% 1130

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's JLL Position: Q1 2026 in Review

SHP Wealth Management increased its Jones Lang LaSalle (JLL) stake by 33% in Q1 2026, buying an estimated $646 and bringing the position to 8 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

SHP Wealth Management first reported a position in JLL in Q4 2025 and has held it in 2 quarters since. 658 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • SHP Wealth Management held 8 shares of Jones Lang LaSalle worth $2.44K as of Q1 2026.
  • SHP Wealth Management bought 2 Jones Lang LaSalle shares in Q1 2026, an estimated $646.
  • Jones Lang LaSalle made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1237 holding.
  • SHP Wealth Management first reported a position in Jones Lang LaSalle in Q4 2025 and has held it in 2 quarters since.
  • 658 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

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