True Wealth Design’s Jones Lang LaSalle JLL Stock Holding History

True Wealth Design’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 Q3	$917	Hold	3	–	–	﹤0.01%	1954
2026 Q2	$930	Sell	3 -30	-91%	-$9.32K	﹤0.01%	2007
2026 Q1	$10K	Sell	33 -100	-75%	-$32.3K	﹤0.01%	965
2025 Q4	$44.8K	Buy	133 +132	+13,200%	+$41.4K	0.01%	364
2025 Q3	$299	Hold	1	–	–	﹤0.01%	2188
2025 Q2	$256	Sell	1 -4	-80%	-$917	﹤0.01%	1996
2025 Q1	$1.24K	Buy	+5	New	+$1.32K	﹤0.01%	1190
2023 Q4	–	Sell	-1	Closed	-$142	–	801
2023 Q3	$142	Hold	1	–	–	﹤0.01%	688
2023 Q2	$156	Hold	1	–	–	﹤0.01%	688
2023 Q1	$146	Hold	1	–	–	﹤0.01%	767
2022 Q4	$159	Buy	+1	New	+$159	﹤0.01%	694

Other funds holding JLL

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

True Wealth Design's JLL Position: Q3 2026 in Review

True Wealth Design held its Jones Lang LaSalle (JLL) position steady in Q3 2026 at 3 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

True Wealth Design first reported a position in JLL in Q4 2022 and has held it in 11 quarters since. The position peaked at $44.8K in Q4 2025. 65 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

True Wealth Design held 3 shares of Jones Lang LaSalle worth $917 as of Q3 2026.
True Wealth Design left its Jones Lang LaSalle share count unchanged in Q3 2026.
Jones Lang LaSalle made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1954 holding.
True Wealth Design first reported a position in Jones Lang LaSalle in Q4 2022 and has held it in 11 quarters since.
True Wealth Design's Jones Lang LaSalle position peaked at $44.8K in Q4 2025.
65 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.