JWA
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JFS Wealth Advisors’s MP Materials MP Stock Holding History

JFS Wealth Advisors’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75K Hold
49
– – ﹤0.01% 1503
2026
Q1 		$2.37K Hold
49
– – ﹤0.01% 1460
2025
Q4 		$2.48K Hold
49
– – ﹤0.01% 1479
2025
Q3 		$3.29K Hold
49
– – ﹤0.01% 1286
2025
Q2 		$1.63K Sell
49
-26
-35% -$664 ﹤0.01% 1445
2025
Q1 		$1.83K Buy
75
+48
+178% +$1.11K ﹤0.01% 1495
2024
Q4 		$422 Buy
27
+22
+440% +$408 ﹤0.01% 1799
2024
Q3 		$89 Sell
5
-22
-81% -$299 ﹤0.01% 1909
2024
Q2 		$344 Hold
27
– – ﹤0.01% 1851
2024
Q1 		$387 Buy
27
+21
+350% +$332 ﹤0.01% 1827
2023
Q4 		$120 Sell
6
-1
-14% -$17 ﹤0.01% 1946
2023
Q3 		$134 Sell
7
-12
-63% -$266 ﹤0.01% 1890
2023
Q2 		$435 Buy
19
+15
+375% +$344 ﹤0.01% 1782
2023
Q1 		$113 Sell
4
-12
-75% -$363 ﹤0.01% 1880
2022
Q4 		$388 Hold
16
– – ﹤0.01% 1770
2022
Q3 		$0 Buy
16
+5
+45% +$163 ﹤0.01% 1853
2022
Q2 		$0 Buy
+11
New +$444 ﹤0.01% 1862
2021
Q2 		– Sell
-115
Closed -$4K – 622
2021
Q1 		$4K Buy
115
+1
+0.9% +$37 ﹤0.01% 489
2020
Q4 		$4K Buy
+114
New +$2.21K ﹤0.01% 497

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's MP Position: Q2 2026 in Review

JFS Wealth Advisors held its MP Materials (MP) position steady in Q2 2026 at 49 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

JFS Wealth Advisors first reported a position in MP in Q4 2020 and has held it in 19 quarters since. The position peaked at $4K in Q1 2021. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • JFS Wealth Advisors held 49 shares of MP Materials worth $2.75K as of Q2 2026.
  • JFS Wealth Advisors left its MP Materials share count unchanged in Q2 2026.
  • MP Materials made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1503 holding.
  • JFS Wealth Advisors first reported a position in MP Materials in Q4 2020 and has held it in 19 quarters since.
  • JFS Wealth Advisors's MP Materials position peaked at $4K in Q1 2021.
  • 751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.