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Summit Wealth Group (Colorado)’s Jones Lang LaSalle JLL Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,359
Closed -$455K – 443
2025
Q3 		$455K Buy
+1,359
New +$388K 0.05% 283

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s JLL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Jones Lang LaSalle (JLL) in Q4 2025, closing a stake of 1,359 shares — an estimated $455K sold.

Summit Wealth Group (Colorado) first reported a position in JLL in Q3 2025 and held it in 1 quarter. The position peaked at $455K in Q3 2025. 644 funds tracked by Wall St. Rank hold JLL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Jones Lang LaSalle position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,359 Jones Lang LaSalle shares in Q4 2025, an estimated $455K.
  • Summit Wealth Group (Colorado) first reported a position in Jones Lang LaSalle in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Jones Lang LaSalle position peaked at $455K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.