Position in JLL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$211,502
-$61,375 QoQ
Shares Held
695
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,144,727 across 3 Real Estate Services names.
All Filings in JLL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,502 | 695 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $272,877 | 811 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||