JWM
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JPL Wealth Management’s Matrix Service MTRX Stock Holding History

JPL Wealth Management’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55 Buy
+4
New +$52 ﹤0.01% 1707

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Matrix Service (MTRX) in Q2 2026: 4 shares worth $55. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings.

150 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • JPL Wealth Management held 4 shares of Matrix Service worth $55 as of Q2 2026.
  • Matrix Service was a new JPL Wealth Management position in Q2 2026.
  • Matrix Service made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1707 holding.
  • 150 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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