JPL Wealth Management, LLC

Position in ARES — Ares Management Corp

CIK 2010710 GREENWOOD VILLAGE, CO

Position in ARES

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,272,847

-$37,137 QoQ

Shares Held

29,403

-3.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#262

of 799 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

JPL Wealth Management, LLC holds $3,750,833 across 40 Asset Management names. ARES ranks #1 (87.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp This page	29,403	$3,272,847
2	BLK	BlackRock, Inc.	89	$85,577
3	NTRS	Northern Trust Corp	330	$57,367
4	AMP	Ameriprise Financial Inc	88	$40,370
5	STT	State Street Corp	233	$39,516
6	KKR	KKR & Co. Inc.	423	$38,822
7	ADX	Adams Diversified Equity Fund, Inc.	1,472	$37,609
8	JHG	Janus Henderson Group Ltd.	579	$30,079

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,272,847	29,403	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$3,309,984	30,339	-2.9%	Shares	Sole	2026-05-08
2025-12-31	$5,050,290	31,246	-6.9%	Shares	Sole	2026-02-12
2025-09-30	$5,365,427	33,557	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$5,931,580	34,247	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$5,017,873	34,226	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$5,991,226	33,843	+35.1%	Shares	Sole	2025-02-10
2024-06-30	$3,338,797	25,051	+4.5%	Shares	Sole	2024-08-01
2024-03-31	$3,188,195	23,975	+15.6%	Shares	Sole	2024-05-10
2023-12-31	$2,465,806	20,735	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.