JLL β€” Jones Lang LaSalle Inc

Ownership history in One Wealth Advisors, LLC  Β·  15 quarters on record

AI Ownership Summary

One Wealth Advisors, LLC reported Jones Lang LaSalle Inc (JLL) in 15 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows JLL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JLL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Wealth Advisors, LLC's position in Jones Lang LaSalle Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JLL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How One Wealth Advisors, LLC held JLL β€” position size vs. price
% of Fund (quarterly)    JLL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 718 -354 -33.0% 0.03% $214K 2025-11-03 $300.06
2025 Q2 ADDED 1,072 +4 +0.4% 0.04% $274K 2025-07-17 $251.88
2025 Q1 ADDED 1,068 +749 +234.8% 0.04% $265K 2025-05-06 $229.88
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About One Wealth Advisors, LLC and JLL

These are the practical questions this page is built to answer before you even open the full history table.

How long has One Wealth Advisors, LLC reported owning JLL?

One Wealth Advisors, LLC reported JLL across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported JLL position in One Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for JLL was 0.04% in 2025 Q1.

What is the latest reported JLL position on this page?

The most recent filing on this page is 2025 Q3, when One Wealth Advisors, LLC reported 718 shares, equal to 0.03% of portfolio, with an estimated market value of $214K.

What does the chart on this JLL ownership page compare?

The chart compares One Wealth Advisors, LLC's quarterly JLL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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