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JPL Wealth Management’s Matsons MATX Stock Holding History

JPL Wealth Management’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88K Hold
15
– – ﹤0.01% 955
2026
Q1 		$2.46K Buy
+15
New +$2.33K ﹤0.01% 907
2025
Q4 		– Sell
-15
Closed -$1.48K – 699
2025
Q3 		$1.48K Buy
+15
New +$1.6K ﹤0.01% 932

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JPL Wealth Management's MATX Position: Q2 2026 in Review

JPL Wealth Management held its Matsons (MATX) position steady in Q2 2026 at 15 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

JPL Wealth Management first reported a position in MATX in Q3 2025 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • JPL Wealth Management held 15 shares of Matsons worth $2.88K as of Q2 2026.
  • JPL Wealth Management left its Matsons share count unchanged in Q2 2026.
  • Matsons made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #955 holding.
  • JPL Wealth Management first reported a position in Matsons in Q3 2025 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.